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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,292 | $111,301-18.9% | $112,977-20.1% | $158,966-43.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.82% | 26.40%-10.6pp | 24.24%-8.4pp | 302.95%-287.1pp |
| Employer contribution / active EE | $4,905 | $4,471+9.7% | $4,255+15.3% | $4,762+3.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,250-100.0% |