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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,776 | $81,696-30.5% | $70,494-19.5% | $158,982-64.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.85% | 208.70%-196.9pp | 109.16%-97.3pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,703 | $3,220-47.1% | $2,738-37.8% | $4,763-64.2% |
| Participant deferral / active EE | $5,835 | $4,558+28.0% | $3,711+57.3% | $5,983-2.5% |
| Admin fee / account holder | $61 | $6,200-99.0% | $3,848-98.4% | $11,252-99.5% |