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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,536 | $110,410-19.8% | $102,437-13.6% | $145,897-39.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.10% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,814 | $4,217-33.3% | $3,871-27.3% | $4,663-39.7% |
| Participant deferral / active EE | $15,298 | $5,622+172.1% | $5,060+202.3% | $6,689+128.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |