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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,499 | $138,312-49.8% | $122,979-43.5% | $155,188-55.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.60% | 22.06%-6.5pp | 20.12%-4.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $8,175 | $3,530+131.6% | $3,062+166.9% | $4,248+92.4% |
| Participant deferral / active EE | $8,074 | $5,592+44.4% | $5,003+61.4% | $6,531+23.6% |
| Admin fee / account holder | -$350 | $15,089-102.3% | $12,864-102.7% | $14,480-102.4% |