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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,407 | $201,344-45.2% | $184,243-40.1% | $145,877-24.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.90% | 29.01%-17.1pp | 28.82%-16.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $15,380 | $7,022+119.0% | $6,427+139.3% | $4,663+229.8% |
| Participant deferral / active EE | $6,502 | $9,807-33.7% | $9,132-28.8% | $6,691-2.8% |
| Admin fee / account holder | $28 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |