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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,009 | $103,000-34.0% | $90,300-24.7% | $152,885-55.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.52% | 95.19%-72.7pp | 78.11%-55.6pp | 345.39%-322.9pp |
| Employer contribution / active EE | $5,060 | $3,138+61.2% | $2,854+77.3% | $4,763+6.2% |
| Participant deferral / active EE | $10,471 | $4,281+144.6% | $3,884+169.5% | $5,851+79.0% |
| Admin fee / account holder | $9 | $6,173-99.9% | $5,353-99.8% | $11,598-99.9% |