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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,858 | $157,829-39.3% | $136,867-30.0% | $198,609-51.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.80% | 51.25%-37.5pp | 42.97%-29.2pp | 202.70%-188.9pp |
| Employer contribution / active EE | $8,774 | $3,923+123.7% | $3,547+147.4% | $5,055+73.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |