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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,424 | $183,592-43.1% | $155,574-32.9% | $145,877-28.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,667 | $5,317-68.7% | $4,676-64.4% | $4,663-64.3% |
| Participant deferral / active EE | $2,542 | $6,466-60.7% | $5,629-54.8% | $6,691-62.0% |
| Admin fee / account holder | $157 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |