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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,797 | $122,063-24.8% | $184,256-50.2% | $74,478+23.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.17% | 19.92%-3.7pp | 28.85%-12.7pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $6,487 | $4,539+42.9% | $6,427+0.9% | $2,626+147.0% |
| Participant deferral / active EE | $9,713 | $7,144+35.9% | $9,133+6.3% | $4,350+123.3% |
| Admin fee / account holder | $88 | $1,253-92.9% | $13,899-99.4% | $1,946-95.5% |