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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,345 | $99,995-35.7% | $85,063-24.4% | $145,978-55.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 83.99%-72.4pp | 66.54%-55.0pp | 550.52%-539.0pp |
| Employer contribution / active EE | $8,291 | $3,231+156.6% | $2,727+204.0% | $4,662+77.9% |
| Participant deferral / active EE | $8,291 | $5,295+56.6% | $4,523+83.3% | $6,690+23.9% |
| Admin fee / account holder | $298 | $7,255-95.9% | $6,155-95.2% | $13,400-97.8% |