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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,633 | $183,592-70.2% | $155,567-64.9% | $145,959-62.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.75% | 61.24%-43.5pp | 64.74%-47.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $2,415 | $5,315-54.6% | $4,674-48.3% | $4,661-48.2% |
| Participant deferral / active EE | $6,402 | $6,464-1.0% | $5,628+13.7% | $6,689-4.3% |
| Admin fee / account holder | $15 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |