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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,754 | $118,869-53.1% | $96,575-42.3% | $167,518-66.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.36% | 50.49%-39.1pp | 37.79%-26.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $2,365 | $3,120-24.2% | $2,357+0.3% | $4,838-51.1% |
| Participant deferral / active EE | $6,534 | $4,616+41.6% | $3,849+69.8% | $6,342+3.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |