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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,549 | $176,794-59.0% | $146,647-50.5% | $167,553-56.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.26% | 24.04%-10.8pp | 22.75%-9.5pp | 478.89%-465.6pp |
| Employer contribution / active EE | $8,774 | $5,161+70.0% | $4,137+112.1% | $4,840+81.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $170 | $13,262-98.7% | $10,281-98.3% | $12,316-98.6% |