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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,553 | $85,171-13.6% | $172,753-57.4% | $72,976+0.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.26% | 27.32%-5.1pp | 803.00%-780.7pp | 81.02%-58.8pp |
| Employer contribution / active EE | $5,211 | $3,324+56.8% | $5,144+1.3% | $2,440+113.5% |
| Participant deferral / active EE | $6,091 | $3,260+86.8% | $5,198+17.2% | $3,608+68.8% |
| Admin fee / account holder | $214 | $5,880-96.4% | $13,956-98.5% | $5,124-95.8% |