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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,463 | $227,399-62.9% | $189,758-55.5% | $198,609-57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.63% | 61.03%-43.4pp | 52.62%-35.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,944 | $5,526-64.8% | $4,767-59.2% | $5,055-61.6% |
| Participant deferral / active EE | $5,594 | $6,837-18.2% | $5,856-4.5% | $6,977-19.8% |
| Admin fee / account holder | $5 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |