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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,261 | $108,897-42.8% | $100,378-38.0% | $145,877-57.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 58.17%-45.4pp | 49.41%-36.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,535 | $4,420-42.6% | $3,942-35.7% | $4,663-45.6% |
| Participant deferral / active EE | $12,243 | $8,455+44.8% | $8,087+51.4% | $6,691+83.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |