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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,267 | $125,778-52.1% | $114,563-47.4% | $154,746-61.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 20.45% | 295.14%-274.7pp | 241.09%-220.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,902 | $2,806-32.2% | $2,592-26.6% | $4,379-56.6% |
| Participant deferral / active EE | $3,508 | $4,445-21.1% | $4,142-15.3% | $6,730-47.9% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |