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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,863 | $72,071-5.8% | $68,368-0.7% | $137,256-50.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.95% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,550 | $2,788-8.5% | $2,649-3.7% | $4,156-38.6% |
| Participant deferral / active EE | $9,893 | $4,410+124.3% | $4,123+140.0% | $6,407+54.4% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |