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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,590 | $129,959-27.2% | $104,301-9.3% | $134,509-29.7% |
| Participation rate | 93.8% | 79.5%+14.2pp | 73.3%+20.5pp | 81.2%+12.5pp |
| Annual return | 11.09% | 42.04%-31.0pp | 24.61%-13.5pp | 418.13%-407.0pp |
| Employer contribution / active EE | $12,066 | $4,185+188.3% | $3,373+257.7% | $4,741+154.5% |
| Participant deferral / active EE | $8,537 | $5,589+52.7% | $4,626+84.5% | $6,400+33.4% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |