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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,318 | $114,119-24.4% | $107,187-19.5% | $138,895-37.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.27% | 273.21%-258.9pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,000 | $4,059-75.4% | $3,782-73.6% | $4,194-76.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |