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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,448 | $115,810-40.9% | $101,271-32.4% | $158,966-56.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.16% | 56.15%-37.0pp | 46.48%-27.3pp | 302.95%-283.8pp |
| Employer contribution / active EE | $3,421 | $4,175-18.1% | $3,660-6.5% | $4,762-28.2% |
| Participant deferral / active EE | $8,947 | $4,958+80.4% | $4,371+104.7% | $5,983+49.5% |
| Admin fee / account holder | $5 | $7,248-99.9% | $5,948-99.9% | $11,250-100.0% |