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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,632 | $149,679-40.8% | $117,039-24.3% | $147,586-39.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.12% | 19.31%-6.2pp | 18.95%-5.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $2,756 | $4,937-44.2% | $3,785-27.2% | $4,876-43.5% |
| Participant deferral / active EE | $2,756 | $4,912-43.9% | $3,929-29.9% | $5,439-49.3% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |