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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,668 | $117,829-40.9% | $102,423-32.0% | $145,877-52.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 31.83%-15.4pp | 29.42%-13.0pp | 551.28%-534.8pp |
| Employer contribution / active EE | $5,414 | $3,615+49.8% | $3,023+79.1% | $4,663+16.1% |
| Participant deferral / active EE | $9,489 | $5,732+65.5% | $5,054+87.7% | $6,691+41.8% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |