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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,119 | $197,637-62.0% | $177,848-57.8% | $158,982-52.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.63% | 58.77%-48.1pp | 48.33%-37.7pp | 302.99%-292.4pp |
| Employer contribution / active EE | $3,183 | $6,698-52.5% | $5,919-46.2% | $4,763-33.2% |
| Participant deferral / active EE | $5,775 | $8,405-31.3% | $7,714-25.1% | $5,983-3.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |