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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,997 | $69,274-13.4% | $64,097-6.4% | $139,487-57.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.40% | 46.00%-29.6pp | 33.75%-17.3pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,713 | $3,187+16.5% | $2,750+35.0% | $4,755-21.9% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |