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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,242 | $124,330-32.2% | $109,173-22.8% | $167,536-49.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.22% | 26.04%-7.8pp | 25.75%-7.5pp | 478.82%-460.6pp |
| Employer contribution / active EE | $8,497 | $4,209+101.9% | $3,723+128.2% | $4,839+75.6% |
| Participant deferral / active EE | $6,886 | $5,256+31.0% | $4,654+48.0% | $6,342+8.6% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |