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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,799 | $165,939-56.7% | $122,354-41.3% | $147,586-51.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.74% | 34.56%-24.8pp | 30.28%-20.5pp | 578.59%-568.9pp |
| Employer contribution / active EE | $6,581 | $5,754+14.4% | $4,051+62.5% | $4,876+35.0% |
| Participant deferral / active EE | $11,609 | $4,005+189.8% | $3,287+253.1% | $5,439+113.4% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |