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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,897 | $201,264-58.3% | $184,185-54.4% | $145,978-42.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 29.00%-10.4pp | 28.81%-10.2pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,886 | $7,021-73.1% | $6,426-70.7% | $4,662-59.6% |
| Participant deferral / active EE | $8,576 | $9,806-12.5% | $9,132-6.1% | $6,690+28.2% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |