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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,067 | $115,814-40.4% | $101,275-31.8% | $158,982-56.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.48% | 56.16%-44.7pp | 46.48%-35.0pp | 302.99%-291.5pp |
| Employer contribution / active EE | $1,961 | $4,176-53.0% | $3,660-46.4% | $4,763-58.8% |
| Participant deferral / active EE | $2,180 | $4,958-56.0% | $4,371-50.1% | $5,983-63.6% |
| Admin fee / account holder | $10 | $7,249-99.9% | $5,948-99.8% | $11,252-99.9% |