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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,780 | $165,939-60.4% | $122,354-46.2% | $147,586-55.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 29.47% | 34.56%-5.1pp | 30.28%-0.8pp | 578.59%-549.1pp |
| Employer contribution / active EE | $13,111 | $5,754+127.9% | $4,051+223.7% | $4,876+168.9% |
| Participant deferral / active EE | $7,378 | $4,005+84.2% | $3,287+124.4% | $5,439+35.7% |
| Admin fee / account holder | $4 | $7,425-100.0% | $5,479-99.9% | $10,886-100.0% |