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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,026 | $124,336-13.9% | $111,303-3.8% | $167,518-36.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 25.82% | 37.45%-11.6pp | 54.66%-28.8pp | 478.71%-452.9pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $23 | $10,623-99.8% | $7,966-99.7% | $12,312-99.8% |