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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,903 | $211,239-59.3% | $178,528-51.9% | $145,877-41.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.86% | 30.22%-18.4pp | 27.11%-15.3pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,318 | $4,570-71.2% | $3,950-66.6% | $4,663-71.7% |
| Participant deferral / active EE | $1,318 | $6,963-81.1% | $6,278-79.0% | $6,691-80.3% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |