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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,709 | $127,273-46.0% | $109,895-37.5% | $167,518-59.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.34% | 22.97%-4.6pp | 29.46%-11.1pp | 478.71%-460.4pp |
| Employer contribution / active EE | $3,033 | $3,324-8.8% | $2,843+6.7% | $4,838-37.3% |
| Participant deferral / active EE | $11,921 | $4,515+164.0% | $4,049+194.4% | $6,342+88.0% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |