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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,107 | $129,737-45.2% | $119,126-40.3% | $154,746-54.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.29% | 379.08%-359.8pp | 282.11%-262.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,088 | $4,375-52.3% | $4,034-48.2% | $4,379-52.3% |
| Participant deferral / active EE | $6,840 | $5,842+17.1% | $5,318+28.6% | $6,730+1.6% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |