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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,537 | $201,372-58.5% | $184,260-54.7% | $145,884-42.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.45% | 29.04%-4.6pp | 28.84%-4.4pp | 551.85%-527.4pp |
| Employer contribution / active EE | $3,943 | $7,024-43.9% | $6,427-38.7% | $4,662-15.4% |
| Participant deferral / active EE | $8,500 | $9,808-13.3% | $9,133-6.9% | $6,690+27.1% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |