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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,481 | $201,370-36.7% | $184,256-30.8% | $145,897-12.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.65% | 29.05%-13.4pp | 28.85%-13.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,322 | $7,024-52.7% | $6,427-48.3% | $4,663-28.8% |
| Participant deferral / active EE | $6,400 | $9,808-34.7% | $9,133-29.9% | $6,689-4.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |