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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,729 | $118,869-23.7% | $96,575-6.1% | $167,518-45.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.25% | 50.49%-37.2pp | 37.79%-24.5pp | 478.71%-465.5pp |
| Employer contribution / active EE | $1,492 | $3,120-52.2% | $2,357-36.7% | $4,838-69.2% |
| Participant deferral / active EE | $15,859 | $4,616+243.6% | $3,849+312.0% | $6,342+150.1% |
| Admin fee / account holder | $20 | $8,067-99.8% | $6,182-99.7% | $12,312-99.8% |