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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,726 | $162,781-38.7% | $133,956-25.6% | $158,931-37.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.31% | 41.94%-23.6pp | 45.09%-26.8pp | 302.86%-284.5pp |
| Employer contribution / active EE | $11,062 | $4,975+122.3% | $3,919+182.3% | $4,761+132.3% |
| Participant deferral / active EE | $11,557 | $5,911+95.5% | $5,048+129.0% | $5,982+93.2% |
| Admin fee / account holder | $89 | $11,736-99.2% | $8,927-99.0% | $11,247-99.2% |