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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,043 | $110,337-34.7% | $102,383-29.6% | $145,877-50.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $12,949 | $4,216+207.1% | $3,870+234.6% | $4,663+177.7% |
| Participant deferral / active EE | $4,259 | $5,621-24.2% | $5,060-15.8% | $6,691-36.3% |
| Admin fee / account holder | $286 | $9,750-97.1% | $8,391-96.6% | $13,402-97.9% |