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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,881 | $69,252+2.4% | $64,099+10.6% | $139,456-49.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.37% | 45.89%-29.5pp | 33.70%-17.3pp | 373.45%-357.1pp |
| Employer contribution / active EE | $3,415 | $3,184+7.3% | $2,748+24.3% | $4,753-28.1% |
| Participant deferral / active EE | $11,000 | $4,683+134.9% | $3,881+183.4% | $6,711+63.9% |
| Admin fee / account holder | $4 | $4,248-99.9% | $3,070-99.9% | $11,407-100.0% |