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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,963 | $118,877-52.1% | $96,570-41.0% | $167,536-66.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.25% | 50.50%-40.3pp | 37.79%-27.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $5,570 | $3,121+78.5% | $2,357+136.3% | $4,839+15.1% |
| Participant deferral / active EE | $12,560 | $4,617+172.1% | $3,849+226.3% | $6,342+98.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |