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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,888 | $201,344-61.3% | $184,243-57.7% | $145,877-46.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.33% | 29.01%-14.7pp | 28.82%-14.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,391 | $7,022-66.0% | $6,427-62.8% | $4,663-48.7% |
| Participant deferral / active EE | $14,935 | $9,807+52.3% | $9,132+63.5% | $6,691+123.2% |
| Admin fee / account holder | $46 | $16,382-99.7% | $13,914-99.7% | $13,402-99.7% |