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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,678 | $110,212-33.1% | $96,534-23.7% | $139,466-47.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.61% | 26.42%-8.8pp | 25.88%-8.3pp | 373.66%-356.1pp |
| Employer contribution / active EE | $14,000 | $3,620+286.7% | $2,965+372.1% | $4,754+194.5% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |