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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,255 | $201,264-51.7% | $184,185-47.2% | $145,978-33.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.01% | 29.00%-15.0pp | 28.81%-14.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $3,770 | $7,021-46.3% | $6,426-41.3% | $4,662-19.1% |
| Participant deferral / active EE | $14,770 | $9,806+50.6% | $9,132+61.7% | $6,690+120.8% |
| Admin fee / account holder | $107 | $16,376-99.3% | $13,909-99.2% | $13,400-99.2% |