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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,991 | $101,795-29.3% | $165,100-56.4% | $80,959-11.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.76% | 16.73%-2.0pp | 70.21%-55.5pp | 35.67%-20.9pp |
| Employer contribution / active EE | $5,762 | $2,954+95.1% | $4,348+32.5% | $2,757+109.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |