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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,691 | $103,008-41.1% | $90,304-32.8% | $152,897-60.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.16% | 95.22%-73.1pp | 78.13%-56.0pp | 345.43%-323.3pp |
| Employer contribution / active EE | $3,577 | $3,139+13.9% | $2,855+25.3% | $4,764-24.9% |
| Participant deferral / active EE | $9,396 | $4,281+119.5% | $3,885+141.8% | $5,851+60.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |