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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,564 | $162,136-47.8% | $152,301-44.5% | $154,746-45.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.07% | 91.02%-75.0pp | 80.50%-64.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $9,638 | $4,890+97.1% | $4,624+108.4% | $4,379+120.1% |
| Participant deferral / active EE | $7,750 | $8,341-7.1% | $8,004-3.2% | $6,730+15.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |