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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,137 | $100,073-21.9% | $85,126-8.2% | $145,877-46.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.50% | 84.11%-61.6pp | 66.63%-44.1pp | 551.28%-528.8pp |
| Employer contribution / active EE | $1,105 | $3,236-65.9% | $2,731-59.5% | $4,663-76.3% |
| Participant deferral / active EE | $19,400 | $5,294+266.4% | $4,523+328.9% | $6,691+190.0% |
| Admin fee / account holder | $120 | $7,261-98.3% | $6,160-98.1% | $13,402-99.1% |