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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,100 | $166,089-58.4% | $164,928-58.1% | $145,978-52.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.59% | 100.26%-82.7pp | 70.08%-52.5pp | 550.52%-532.9pp |
| Employer contribution / active EE | $2,164 | $5,276-59.0% | $4,343-50.2% | $4,662-53.6% |
| Participant deferral / active EE | $16,500 | $6,961+137.0% | $6,034+173.5% | $6,690+146.7% |
| Admin fee / account holder | $137 | $16,641-99.2% | $12,684-98.9% | $13,400-99.0% |