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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,265 | $201,370-65.1% | $184,256-61.9% | $145,897-51.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.52% | 29.05%-13.5pp | 28.85%-13.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $7,384 | $7,024+5.1% | $6,427+14.9% | $4,663+58.4% |
| Participant deferral / active EE | $16,168 | $9,808+64.8% | $9,133+77.0% | $6,689+141.7% |
| Admin fee / account holder | $105 | $16,364-99.4% | $13,899-99.2% | $13,390-99.2% |