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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,657 | $103,387-44.2% | $87,102-33.8% | $152,885-62.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.89% | 28.10%-12.2pp | 28.19%-12.3pp | 345.39%-329.5pp |
| Employer contribution / active EE | $16,667 | $3,221+417.5% | $2,521+561.0% | $4,763+249.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $249 | $12,193-98.0% | $7,491-96.7% | $11,598-97.9% |