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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,135 | $104,251-12.6% | $91,004+0.1% | $147,586-38.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.03% | 27.06%-10.0pp | 4.60%+12.4pp | 578.59%-561.6pp |
| Employer contribution / active EE | $4,423 | $3,116+42.0% | $2,456+80.1% | $4,876-9.3% |
| Participant deferral / active EE | $7,348 | $4,195+75.2% | $3,548+107.1% | $5,439+35.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |