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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,901 | $90,486+87.8% | $78,676+116.0% | $273,972-38.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 5.30% | 75.62%-70.3pp | 62.19%-56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $13,047 | $3,175+310.9% | $2,850+357.8% | $4,869+168.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,133-99.9% |