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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,381 | $157,276-60.3% | $141,177-55.8% | $152,885-59.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.77% | 64.33%-41.6pp | 71.40%-48.6pp | 345.39%-322.6pp |
| Employer contribution / active EE | $11,769 | $5,262+123.7% | $4,736+148.5% | $4,763+147.1% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |