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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,437 | $116,190-36.8% | $93,614-21.6% | $152,885-52.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.49% | 35.96%-18.5pp | 32.76%-15.3pp | 345.39%-327.9pp |
| Employer contribution / active EE | $5,168 | $3,219+60.6% | $2,718+90.1% | $4,763+8.5% |
| Participant deferral / active EE | $1,819 | $4,604-60.5% | $4,069-55.3% | $5,851-68.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |