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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,415 | $112,131-46.1% | $95,964-37.0% | $158,982-62.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.20% | 171.19%-153.0pp | 91.64%-73.4pp | 302.99%-284.8pp |
| Employer contribution / active EE | $14,649 | $3,199+357.9% | $2,541+476.4% | $4,763+207.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $270 | $10,136-97.3% | $6,797-96.0% | $11,252-97.6% |