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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,814 | $201,344-40.0% | $184,243-34.4% | $145,877-17.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.18% | 29.01%-12.8pp | 28.82%-12.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,296 | $7,022-67.3% | $6,427-64.3% | $4,663-50.8% |
| Participant deferral / active EE | $21,009 | $9,807+114.2% | $9,132+130.0% | $6,691+214.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |