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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,783 | $162,785-51.6% | $133,959-41.2% | $158,950-50.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.29% | 41.94%-21.6pp | 45.09%-24.8pp | 302.91%-282.6pp |
| Employer contribution / active EE | $8,986 | $4,975+80.6% | $3,919+129.3% | $4,762+88.7% |
| Participant deferral / active EE | $9,407 | $5,910+59.2% | $5,047+86.4% | $5,983+57.2% |
| Admin fee / account holder | $46 | $11,738-99.6% | $8,928-99.5% | $11,248-99.6% |