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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,930 | $97,125-16.7% | $86,233-6.1% | $137,256-41.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.90% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,894 | $2,841-33.3% | $2,504-24.4% | $4,156-54.4% |
| Participant deferral / active EE | $11,361 | $5,180+119.3% | $4,559+149.2% | $6,407+77.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |