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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,365 | $166,268-57.1% | $165,100-56.8% | $145,897-51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.32% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,513 | $5,284-33.5% | $4,348-19.2% | $4,663-24.7% |
| Participant deferral / active EE | $6,597 | $6,964-5.3% | $6,035+9.3% | $6,689-1.4% |
| Admin fee / account holder | $131 | $16,659-99.2% | $12,696-99.0% | $13,390-99.0% |