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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,536 | $149,679-32.8% | $117,039-14.1% | $147,586-31.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.68% | 19.31%-2.6pp | 18.95%-2.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,268 | $4,937-74.3% | $3,785-66.5% | $4,876-74.0% |
| Participant deferral / active EE | $1,798 | $4,912-63.4% | $3,929-54.3% | $5,439-66.9% |
| Admin fee / account holder | $18 | $7,856-99.8% | $5,974-99.7% | $10,886-99.8% |