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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,170 | $101,063-6.8% | $81,473+15.6% | $147,585-36.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.38% | 32.41%-16.0pp | 38.78%-22.4pp | 578.58%-562.2pp |
| Employer contribution / active EE | $11,422 | $3,206+256.3% | $2,568+344.8% | $4,876+134.2% |
| Participant deferral / active EE | $11,582 | $4,242+173.0% | $3,537+227.5% | $5,439+113.0% |
| Admin fee / account holder | $44 | $5,812-99.2% | $4,561-99.0% | $10,886-99.6% |