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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,939 | $162,785-56.4% | $133,959-47.0% | $158,950-55.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,034 | $4,975-79.2% | $3,919-73.6% | $4,762-78.3% |
| Participant deferral / active EE | $12,011 | $5,910+103.2% | $5,047+138.0% | $5,983+100.8% |
| Admin fee / account holder | $142 | $11,738-98.8% | $8,928-98.4% | $11,248-98.7% |