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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,644 | $228,352-64.2% | $185,827-56.1% | $158,950-48.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.58% | 40.81%-26.2pp | 35.96%-21.4pp | 302.91%-288.3pp |
| Employer contribution / active EE | $12,848 | $4,967+158.7% | $4,087+214.4% | $4,762+169.8% |
| Participant deferral / active EE | $8,179 | $6,416+27.5% | $5,633+45.2% | $5,983+36.7% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |