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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,805 | $174,379-59.4% | $152,093-53.4% | $138,895-49.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.68% | 74.86%-49.2pp | 66.36%-40.7pp | 145.39%-119.7pp |
| Employer contribution / active EE | $18,601 | $4,652+299.9% | $4,175+345.6% | $4,194+343.5% |
| Participant deferral / active EE | $13,483 | $6,159+118.9% | $5,451+147.3% | $6,396+110.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |