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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,695 | $166,089-50.8% | $164,928-50.5% | $145,978-44.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.41% | 100.26%-76.8pp | 70.08%-46.7pp | 550.52%-527.1pp |
| Employer contribution / active EE | $1,757 | $5,276-66.7% | $4,343-59.5% | $4,662-62.3% |
| Participant deferral / active EE | $7,690 | $6,961+10.5% | $6,034+27.5% | $6,690+15.0% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |