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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,263 | $165,939-54.0% | $122,354-37.7% | $147,586-48.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.01% | 34.56%-14.5pp | 30.28%-10.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $13,383 | $5,754+132.6% | $4,051+230.4% | $4,876+174.4% |
| Participant deferral / active EE | $7,577 | $4,005+89.2% | $3,287+130.5% | $5,439+39.3% |
| Admin fee / account holder | $116 | $7,425-98.4% | $5,479-97.9% | $10,886-98.9% |