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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,896 | $124,351-34.1% | $109,188-25.0% | $167,553-51.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.53% | 26.04%-0.5pp | 25.76%-0.2pp | 478.89%-453.4pp |
| Employer contribution / active EE | $15,094 | $4,210+258.5% | $3,723+305.4% | $4,840+211.9% |
| Participant deferral / active EE | $8,494 | $5,257+61.6% | $4,654+82.5% | $6,343+33.9% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |