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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,810 | $152,619-60.2% | $125,195-51.4% | $152,909-60.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.29% | 54.85%-42.6pp | 43.79%-31.5pp | 345.46%-333.2pp |
| Employer contribution / active EE | $2,171 | $4,947-56.1% | $3,866-43.8% | $4,764-54.4% |
| Participant deferral / active EE | $3,800 | $5,869-35.2% | $4,937-23.0% | $5,851-35.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |