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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,364 | $110,410+47.1% | $102,437+58.5% | $145,897+11.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,163 | $4,217-48.7% | $3,871-44.1% | $4,663-53.6% |
| Participant deferral / active EE | $10,311 | $5,622+83.4% | $5,060+103.8% | $6,689+54.1% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |