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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,800 | $114,119-48.5% | $107,187-45.1% | $138,895-57.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.38% | 273.21%-255.8pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $11,302 | $4,059+178.5% | $3,782+198.8% | $4,194+169.5% |
| Participant deferral / active EE | $5,813 | $5,538+5.0% | $5,096+14.1% | $6,396-9.1% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |