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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,787 | $183,592-53.8% | $155,567-45.5% | $145,959-41.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.09% | 61.24%-32.1pp | 64.74%-35.6pp | 561.95%-532.9pp |
| Employer contribution / active EE | $1,924 | $5,315-63.8% | $4,674-58.8% | $4,661-58.7% |
| Participant deferral / active EE | $9,138 | $6,464+41.4% | $5,628+62.4% | $6,689+36.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |