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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,585 | $77,419-16.6% | $69,461-7.0% | $152,870-57.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.32% | 39.07%-31.8pp | 28.97%-21.7pp | 345.34%-338.0pp |
| Employer contribution / active EE | $5,170 | $3,315+56.0% | $2,779+86.0% | $4,763+8.6% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,597-100.0% |