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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,604 | $90,486-4.3% | $78,676+10.1% | $273,972-68.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.13% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $15,815 | $3,175+398.1% | $2,850+454.9% | $4,869+224.8% |
| Participant deferral / active EE | $2,408 | $3,901-38.3% | $3,517-31.5% | $5,287-54.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |