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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,242 | $152,619-66.4% | $125,195-59.1% | $152,909-66.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.48% | 54.85%-28.4pp | 43.79%-17.3pp | 345.46%-319.0pp |
| Employer contribution / active EE | $3,639 | $4,947-26.4% | $3,866-5.9% | $4,764-23.6% |
| Participant deferral / active EE | $1,878 | $5,869-68.0% | $4,937-62.0% | $5,851-67.9% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |