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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,480 | $165,361-67.1% | $149,715-63.6% | $158,950-65.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 21.86% | 348.24%-326.4pp | 276.66%-254.8pp | 302.91%-281.0pp |
| Employer contribution / active EE | $1,353 | $5,103-73.5% | $4,645-70.9% | $4,762-71.6% |
| Participant deferral / active EE | $10,217 | $7,182+42.3% | $6,842+49.3% | $5,983+70.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |