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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,812 | $110,240-21.3% | $96,544-10.1% | $139,487-37.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.68% | 26.41%-7.7pp | 25.88%-7.2pp | 373.84%-355.2pp |
| Employer contribution / active EE | $13,212 | $3,622+264.7% | $2,966+345.4% | $4,755+177.9% |
| Participant deferral / active EE | $4,819 | $5,549-13.2% | $4,851-0.7% | $6,713-28.2% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |