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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,863 | $166,268-62.8% | $165,100-62.5% | $145,897-57.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.24% | 100.52%-87.3pp | 70.21%-57.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,460 | $5,284-34.5% | $4,348-20.4% | $4,663-25.8% |
| Participant deferral / active EE | $6,476 | $6,964-7.0% | $6,035+7.3% | $6,689-3.2% |
| Admin fee / account holder | $56 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |