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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,202 | $78,682-1.9% | $109,188-29.3% | $85,851-10.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.02% | 25.09%-9.1pp | 25.76%-9.7pp | 318.63%-302.6pp |
| Employer contribution / active EE | $12,346 | $2,734+351.6% | $3,723+231.6% | $2,565+381.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |