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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,265 | $117,846-16.6% | $102,434-4.1% | $145,884-32.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.74% | 31.90%-15.2pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,761 | $3,615-23.6% | $3,023-8.7% | $4,662-40.8% |
| Participant deferral / active EE | $10,650 | $5,733+85.8% | $5,055+110.7% | $6,690+59.2% |
| Admin fee / account holder | $13 | $13,356-99.9% | $9,462-99.9% | $13,392-99.9% |