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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,394 | $211,224-57.2% | $178,505-49.4% | $145,897-38.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.71% | 30.28%-19.6pp | 27.16%-16.4pp | 552.29%-541.6pp |
| Employer contribution / active EE | $9,697 | $4,577+111.9% | $3,955+145.2% | $4,663+108.0% |
| Participant deferral / active EE | $7,181 | $6,966+3.1% | $6,280+14.3% | $6,689+7.4% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |