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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,746 | $183,592-69.6% | $155,567-64.2% | $145,959-61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,364 | $6,464+29.4% | $5,628+48.6% | $6,689+25.1% |
| Admin fee / account holder | $158 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |