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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,932 | $201,344-60.8% | $184,243-57.2% | $145,877-45.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 29.01%-11.2pp | 28.82%-11.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $4,694 | $7,022-33.2% | $6,427-27.0% | $4,663+0.7% |
| Participant deferral / active EE | $10,833 | $9,807+10.5% | $9,132+18.6% | $6,691+61.9% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |