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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,090 | $167,504-63.5% | $151,628-59.7% | $134,509-54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.18% | 7.81%-7.6pp | 3.34%-3.2pp | 418.13%-418.0pp |
| Employer contribution / active EE | $18,315 | $6,828+168.2% | $6,165+197.1% | $4,741+286.3% |
| Participant deferral / active EE | $20,500 | $8,985+128.2% | $8,363+145.1% | $6,400+220.3% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |