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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,700 | $116,203-18.5% | $93,621+1.2% | $152,897-38.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.11% | 35.96%-17.9pp | 32.76%-14.7pp | 345.43%-327.3pp |
| Employer contribution / active EE | $6,187 | $3,219+92.2% | $2,719+127.6% | $4,764+29.9% |
| Participant deferral / active EE | $11,068 | $4,605+140.4% | $4,070+172.0% | $5,851+89.2% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |