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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,696 | $127,296-43.7% | $109,907-34.8% | $167,536-57.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.62% | 22.97%-9.4pp | 29.46%-15.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $9,785 | $3,325+194.3% | $2,844+244.1% | $4,839+102.2% |
| Participant deferral / active EE | $6,137 | $4,513+36.0% | $4,047+51.7% | $6,342-3.2% |
| Admin fee / account holder | $269 | $7,119-96.2% | $6,069-95.6% | $12,315-97.8% |