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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,763 | $103,008-40.0% | $90,304-31.6% | $152,897-59.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.92% | 95.22%-76.3pp | 78.13%-59.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $4,897 | $3,139+56.0% | $2,855+71.5% | $4,764+2.8% |
| Participant deferral / active EE | $15,995 | $4,281+273.6% | $3,885+311.7% | $5,851+173.4% |
| Admin fee / account holder | $25 | $6,175-99.6% | $5,354-99.5% | $11,599-99.8% |