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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,129 | $157,829-54.9% | $136,867-48.0% | $198,609-64.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.26% | 51.25%-33.0pp | 42.97%-24.7pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,742 | $3,923-55.6% | $3,547-50.9% | $5,055-65.5% |
| Participant deferral / active EE | $10,808 | $5,463+97.8% | $4,924+119.5% | $6,977+54.9% |
| Admin fee / account holder | $33 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |