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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,242 | $211,288-28.4% | $178,540-15.3% | $145,884+3.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.55% | 30.27%-21.7pp | 27.15%-18.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $12,509 | $4,574+173.5% | $3,953+216.5% | $4,662+168.3% |
| Participant deferral / active EE | $4,020 | $6,967-42.3% | $6,281-36.0% | $6,690-39.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |