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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,334 | $132,634-25.1% | $115,768-14.2% | $137,256-27.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.27% | 160.70%-141.4pp | 100.46%-81.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,443 | $3,360-57.1% | $2,940-50.9% | $4,156-65.3% |
| Participant deferral / active EE | $4,057 | $5,619-27.8% | $4,917-17.5% | $6,407-36.7% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |