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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,178 | $183,516-36.1% | $155,534-24.7% | $145,884-19.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.01% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,818 | $5,315-65.8% | $4,675-61.1% | $4,662-61.0% |
| Participant deferral / active EE | $2,883 | $6,467-55.4% | $5,630-48.8% | $6,690-56.9% |
| Admin fee / account holder | $231 | $19,293-98.8% | $15,900-98.5% | $13,392-98.3% |