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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,535 | $211,239-7.9% | $178,528+9.0% | $145,877+33.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.48% | 30.22%-14.7pp | 27.11%-11.6pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,400 | $4,570-69.4% | $3,950-64.6% | $4,663-70.0% |
| Participant deferral / active EE | $18,500 | $6,963+165.7% | $6,278+194.7% | $6,691+176.5% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |