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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,356 | $157,276-61.6% | $141,177-57.2% | $152,885-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.60% | 64.33%-44.7pp | 71.40%-51.8pp | 345.39%-325.8pp |
| Employer contribution / active EE | $5,134 | $5,262-2.4% | $4,736+8.4% | $4,763+7.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |