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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,082 | $104,694-38.8% | $85,709-25.2% | $167,536-61.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.98% | 21.45%-10.5pp | 21.49%-10.5pp | 478.82%-467.8pp |
| Employer contribution / active EE | $15,410 | $3,337+361.7% | $2,619+488.5% | $4,839+218.5% |
| Participant deferral / active EE | $10,585 | $4,826+119.3% | $3,924+169.8% | $6,342+66.9% |
| Admin fee / account holder | $144 | $10,035-98.6% | $6,876-97.9% | $12,315-98.8% |