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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,774 | $81,696-25.6% | $70,494-13.8% | $158,982-61.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.59% | 208.70%-194.1pp | 109.16%-94.6pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,980 | $4,558+9.3% | $3,711+34.2% | $5,983-16.8% |
| Admin fee / account holder | $141 | $6,200-97.7% | $3,848-96.3% | $11,252-98.7% |