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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,041 | $183,592-66.8% | $155,567-60.8% | $145,959-58.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.22% | 61.24%-38.0pp | 64.74%-41.5pp | 561.95%-538.7pp |
| Employer contribution / active EE | $1,769 | $5,315-66.7% | $4,674-62.2% | $4,661-62.0% |
| Participant deferral / active EE | $5,083 | $6,464-21.4% | $5,628-9.7% | $6,689-24.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |