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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,753 | $104,694-21.0% | $85,709-3.4% | $167,536-50.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.65% | 21.45%-11.8pp | 21.49%-11.8pp | 478.82%-469.2pp |
| Employer contribution / active EE | $4,073 | $3,337+22.0% | $2,619+55.5% | $4,839-15.8% |
| Participant deferral / active EE | $8,616 | $4,826+78.5% | $3,924+119.6% | $6,342+35.9% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |