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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,469 | $165,939-40.1% | $122,354-18.7% | $147,586-32.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.57% | 34.56%-25.0pp | 30.28%-20.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $27,000 | $5,754+369.2% | $4,051+566.5% | $4,876+453.7% |
| Participant deferral / active EE | $18,000 | $4,005+349.4% | $3,287+447.6% | $5,439+231.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |