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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,060 | $125,184-52.0% | $105,607-43.1% | $145,884-58.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.36% | 225.00%-202.6pp | 116.11%-93.7pp | 551.85%-529.5pp |
| Employer contribution / active EE | $3,937 | $3,720+5.8% | $3,167+24.3% | $4,662-15.6% |
| Participant deferral / active EE | $15,818 | $5,714+176.8% | $5,011+215.6% | $6,690+136.5% |
| Admin fee / account holder | $18 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |