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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,134 | $157,304-73.2% | $141,197-70.2% | $152,909-72.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.80% | 64.34%-45.5pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $5,141 | $5,263-2.3% | $4,736+8.5% | $4,764+7.9% |
| Participant deferral / active EE | $13,220 | $7,111+85.9% | $6,710+97.0% | $5,851+125.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |