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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,142 | $100,073-32.9% | $85,126-21.1% | $145,877-54.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 84.11%-70.6pp | 66.63%-53.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $7,758 | $3,236+139.7% | $2,731+184.1% | $4,663+66.4% |
| Participant deferral / active EE | $5,721 | $5,294+8.1% | $4,523+26.5% | $6,691-14.5% |
| Admin fee / account holder | $77 | $7,261-98.9% | $6,160-98.7% | $13,402-99.4% |