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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,510 | $86,294-28.7% | $111,303-44.7% | $85,856-28.4% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 14.55% | 19.99%-5.4pp | 54.66%-40.1pp | 318.58%-304.0pp |
| Employer contribution / active EE | $4,545 | $2,043+122.4% | $2,731+66.4% | $2,565+77.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |