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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,843 | $183,592-41.8% | $155,574-31.3% | $145,877-26.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,871 | $5,317-64.8% | $4,676-60.0% | $4,663-59.9% |
| Participant deferral / active EE | $7,344 | $6,466+13.6% | $5,629+30.5% | $6,691+9.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |