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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,992 | $162,785-20.8% | $133,959-3.7% | $158,950-18.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.71% | 41.94%-34.2pp | 45.09%-37.4pp | 302.91%-295.2pp |
| Employer contribution / active EE | $2,800 | $4,975-43.7% | $3,919-28.5% | $4,762-41.2% |
| Participant deferral / active EE | $13,000 | $5,910+120.0% | $5,047+157.6% | $5,983+117.3% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |