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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,874 | $166,268-60.4% | $165,100-60.1% | $145,897-54.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.63% | 100.52%-86.9pp | 70.21%-56.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $8,461 | $5,284+60.1% | $4,348+94.6% | $4,663+81.5% |
| Participant deferral / active EE | $15,000 | $6,964+115.4% | $6,035+148.5% | $6,689+124.2% |
| Admin fee / account holder | $76 | $16,659-99.5% | $12,696-99.4% | $13,390-99.4% |