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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,507 | $176,105-68.5% | $159,474-65.2% | $167,536-66.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.78% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,696 | $5,299-68.0% | $4,831-64.9% | $4,839-65.0% |
| Participant deferral / active EE | $9,250 | $7,751+19.3% | $7,353+25.8% | $6,342+45.8% |
| Admin fee / account holder | $68 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |