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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,129 | $72,071-1.3% | $68,368+4.0% | $137,256-48.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.26% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,742 | $2,788-37.5% | $2,649-34.2% | $4,156-58.1% |
| Participant deferral / active EE | $10,808 | $4,410+145.1% | $4,123+162.1% | $6,407+68.7% |
| Admin fee / account holder | $33 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |