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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,936 | $176,794-7.8% | $146,647+11.1% | $167,553-2.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.41% | 24.04%-8.6pp | 22.75%-7.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,166 | $5,161-77.4% | $4,137-71.8% | $4,840-75.9% |
| Participant deferral / active EE | $14,703 | $6,440+128.3% | $5,506+167.0% | $6,343+131.8% |
| Admin fee / account holder | $18 | $13,262-99.9% | $10,281-99.8% | $12,316-99.9% |