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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,353 | $197,603-61.9% | $177,827-57.6% | $158,950-52.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.48% | 58.76%-36.3pp | 48.32%-25.8pp | 302.91%-280.4pp |
| Employer contribution / active EE | $21,078 | $6,698+214.7% | $5,918+256.1% | $4,762+342.6% |
| Participant deferral / active EE | $13,000 | $8,404+54.7% | $7,713+68.5% | $5,983+117.3% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |