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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,928 | $232,540-52.3% | $185,117-40.1% | $147,586-24.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.99% | 43.03%-35.0pp | 40.50%-32.5pp | 578.59%-570.6pp |
| Employer contribution / active EE | $4,400 | $5,195-15.3% | $4,182+5.2% | $4,876-9.8% |
| Participant deferral / active EE | $22,000 | $5,834+277.1% | $5,045+336.1% | $5,439+304.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |