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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,887 | $172,111-59.4% | $150,298-53.5% | $137,256-49.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.79% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,150 | $4,636-75.2% | $4,154-72.3% | $4,156-72.3% |
| Participant deferral / active EE | $11,261 | $6,166+82.6% | $5,453+106.5% | $6,407+75.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |