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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,886 | $117,895-23.8% | $102,460-12.3% | $145,897-38.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.19% | 31.92%-19.7pp | 29.47%-17.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,041 | $3,619-71.2% | $3,025-65.6% | $4,663-77.7% |
| Participant deferral / active EE | $6,866 | $5,736+19.7% | $5,056+35.8% | $6,689+2.6% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |