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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,464 | $129,737-44.1% | $119,126-39.2% | $154,746-53.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.33% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $12,968 | $4,375+196.4% | $4,034+221.5% | $4,379+196.1% |
| Participant deferral / active EE | $7,376 | $5,842+26.3% | $5,318+38.7% | $6,730+9.6% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |