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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,631 | $152,619-55.0% | $125,195-45.2% | $152,909-55.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.77% | 54.85%-30.1pp | 43.79%-19.0pp | 345.46%-320.7pp |
| Employer contribution / active EE | $9,965 | $4,947+101.4% | $3,866+157.8% | $4,764+109.2% |
| Participant deferral / active EE | $3,875 | $5,869-34.0% | $4,937-21.5% | $5,851-33.8% |
| Admin fee / account holder | $289 | $13,437-97.8% | $9,704-97.0% | $11,601-97.5% |