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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,339 | $129,737-64.3% | $119,126-61.1% | $154,746-70.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.04% | 379.08%-356.0pp | 282.11%-259.1pp | 172.34%-149.3pp |
| Employer contribution / active EE | $4,427 | $4,375+1.2% | $4,034+9.8% | $4,379+1.1% |
| Participant deferral / active EE | $10,717 | $5,842+83.4% | $5,318+101.5% | $6,730+59.2% |
| Admin fee / account holder | $95 | $11,961-99.2% | $10,693-99.1% | $14,365-99.3% |