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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,013 | $115,911-13.7% | $100,530-0.5% | $158,950-37.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.98% | 34.80%-16.8pp | 30.89%-12.9pp | 302.91%-284.9pp |
| Employer contribution / active EE | $3,604 | $4,104-12.2% | $3,418+5.4% | $4,762-24.3% |
| Participant deferral / active EE | $3,604 | $6,676-46.0% | $6,271-42.5% | $5,983-39.8% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |