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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,359 | $176,838-44.9% | $146,685-33.6% | $167,518-41.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.83% | 24.04%-11.2pp | 22.75%-9.9pp | 478.71%-465.9pp |
| Employer contribution / active EE | $8,800 | $5,161+70.5% | $4,137+112.7% | $4,838+81.9% |
| Participant deferral / active EE | $21,667 | $6,441+236.4% | $5,507+293.5% | $6,342+241.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |