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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,488 | $162,812-51.8% | $133,971-41.4% | $158,966-50.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.66% | 41.94%-22.3pp | 45.09%-25.4pp | 302.95%-283.3pp |
| Employer contribution / active EE | $3,825 | $4,976-23.1% | $3,919-2.4% | $4,762-19.7% |
| Participant deferral / active EE | $8,163 | $5,910+38.1% | $5,047+61.7% | $5,983+36.4% |
| Admin fee / account holder | $9 | $11,741-99.9% | $8,929-99.9% | $11,250-99.9% |