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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,181 | $76,368-10.7% | $67,681+0.7% | $154,746-55.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.11% | 1066.77%-1051.7pp | 590.58%-575.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,248 | $3,151-60.4% | $2,678-53.4% | $4,379-71.5% |
| Participant deferral / active EE | $13,831 | $4,824+186.7% | $3,976+247.9% | $6,730+105.5% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |