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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,527 | $157,296-57.1% | $141,191-52.2% | $152,897-55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 85.50% | 64.34%+21.2pp | 71.41%+14.1pp | 345.43%-259.9pp |
| Employer contribution / active EE | $2,264 | $5,262-57.0% | $4,736-52.2% | $4,764-52.5% |
| Participant deferral / active EE | $8,752 | $7,111+23.1% | $6,710+30.4% | $5,851+49.6% |
| Admin fee / account holder | $235 | $12,125-98.1% | $10,264-97.7% | $11,599-98.0% |