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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,177 | $108,942-40.2% | $100,415-35.1% | $145,897-55.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.25% | 58.27%-38.0pp | 49.47%-29.2pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,907 | $4,422-34.3% | $3,943-26.3% | $4,663-37.7% |
| Participant deferral / active EE | $8,617 | $8,461+1.8% | $8,091+6.5% | $6,689+28.8% |
| Admin fee / account holder | $226 | $9,702-97.7% | $7,906-97.1% | $13,390-98.3% |