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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,920 | $103,008-39.9% | $90,304-31.4% | $152,897-59.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.32% | 95.22%-72.9pp | 78.13%-55.8pp | 345.43%-323.1pp |
| Employer contribution / active EE | $3,325 | $3,139+5.9% | $2,855+16.5% | $4,764-30.2% |
| Participant deferral / active EE | $1,900 | $4,281-55.6% | $3,885-51.1% | $5,851-67.5% |
| Admin fee / account holder | $112 | $6,175-98.2% | $5,354-97.9% | $11,599-99.0% |