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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,619 | $98,776-30.5% | $149,745-54.2% | $79,856-14.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.51% | 27.38%-6.9pp | 276.72%-256.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,906 | $3,217+21.4% | $4,646-15.9% | $2,471+58.0% |
| Participant deferral / active EE | $9,416 | $5,681+65.7% | $6,843+37.6% | $3,741+151.7% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,312-100.0% | $5,306-99.9% |