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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,403 | $201,259-60.0% | $184,200-56.4% | $145,959-44.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.93% | 28.98%-15.1pp | 28.80%-14.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,778 | $7,018-74.7% | $6,424-72.3% | $4,661-61.9% |
| Participant deferral / active EE | $4,705 | $9,806-52.0% | $9,132-48.5% | $6,689-29.7% |
| Admin fee / account holder | $10 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |