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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,501 | $72,071-38.3% | $68,368-34.9% | $137,256-67.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.09% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,963 | $2,788+6.3% | $2,649+11.8% | $4,156-28.7% |
| Participant deferral / active EE | $13,230 | $4,410+200.0% | $4,123+220.9% | $6,407+106.5% |
| Admin fee / account holder | $166 | $5,336-96.9% | $5,150-96.8% | $12,270-98.7% |