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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,086 | $211,288-11.9% | $178,540+4.2% | $145,884+27.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.07% | 30.27%-14.2pp | 27.15%-11.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,660 | $4,574-63.7% | $3,953-58.0% | $4,662-64.4% |
| Participant deferral / active EE | $1,660 | $6,967-76.2% | $6,281-73.6% | $6,690-75.2% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |