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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,341 | $157,296-62.9% | $141,191-58.7% | $152,897-61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.34% | 64.34%-33.0pp | 71.41%-40.1pp | 345.43%-314.1pp |
| Employer contribution / active EE | $4,415 | $5,262-16.1% | $4,736-6.8% | $4,764-7.3% |
| Participant deferral / active EE | $10,952 | $7,111+54.0% | $6,710+63.2% | $5,851+87.2% |
| Admin fee / account holder | $213 | $12,125-98.2% | $10,264-97.9% | $11,599-98.2% |