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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,723 | $110,337-6.9% | $102,383+0.3% | $145,877-29.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 24.83%-9.8pp | 24.94%-9.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,544 | $4,216-63.4% | $3,870-60.1% | $4,663-66.9% |
| Participant deferral / active EE | $8,500 | $5,621+51.2% | $5,060+68.0% | $6,691+27.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |