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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,600 | $167,522-32.8% | $151,639-25.7% | $134,532-16.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.79% | 7.81%-5.0pp | 3.34%-0.6pp | 418.27%-415.5pp |
| Employer contribution / active EE | $60,750 | $6,828+789.7% | $6,165+885.4% | $4,741+1181.4% |
| Participant deferral / active EE | $20,500 | $8,986+128.1% | $8,363+145.1% | $6,401+220.3% |
| Admin fee / account holder | $25 | $13,780-99.8% | $11,613-99.8% | $11,429-99.8% |