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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,094 | $142,354-53.6% | $125,529-47.3% | $155,188-57.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 18.34% | 306.06%-287.7pp | 202.56%-184.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,086 | $3,501-40.4% | $3,058-31.8% | $4,248-50.9% |
| Participant deferral / active EE | $4,939 | $5,491-10.0% | $4,813+2.6% | $6,531-24.4% |
| Admin fee / account holder | $130 | $19,392-99.3% | $16,298-99.2% | $14,480-99.1% |