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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,118 | $201,344-33.9% | $184,243-27.7% | $145,877-8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.24% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $9,294 | $7,022+32.3% | $6,427+44.6% | $4,663+99.3% |
| Participant deferral / active EE | $7,667 | $9,807-21.8% | $9,132-16.0% | $6,691+14.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |