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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,068 | $211,224-62.1% | $178,505-55.1% | $145,897-45.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.89% | 30.28%-18.4pp | 27.16%-15.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $8,954 | $4,577+95.6% | $3,955+126.4% | $4,663+92.0% |
| Participant deferral / active EE | $6,609 | $6,966-5.1% | $6,280+5.2% | $6,689-1.2% |
| Admin fee / account holder | $11 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |