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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,206 | $166,020-55.9% | $164,866-55.6% | $145,959-49.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.44% | 100.08%-89.6pp | 69.97%-59.5pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,412 | $5,275-54.3% | $4,343-44.5% | $4,661-48.2% |
| Participant deferral / active EE | $18,250 | $6,961+162.2% | $6,033+202.5% | $6,689+172.9% |
| Admin fee / account holder | $20 | $16,644-99.9% | $12,689-99.8% | $13,398-99.9% |