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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,635 | $171,492-59.4% | $150,734-53.8% | $198,609-64.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.44% | 804.70%-788.3pp | 600.81%-584.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $3,074 | $5,470-43.8% | $4,918-37.5% | $5,055-39.2% |
| Participant deferral / active EE | $7,160 | $6,259+14.4% | $5,610+27.6% | $6,977+2.6% |
| Admin fee / account holder | $286 | $17,628-98.4% | $14,905-98.1% | $19,030-98.5% |