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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,120 | $183,592-68.9% | $155,574-63.3% | $145,877-60.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 21.18% | 61.37%-40.2pp | 64.87%-43.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $2,423 | $5,317-54.4% | $4,676-48.2% | $4,663-48.0% |
| Participant deferral / active EE | $10,330 | $6,466+59.8% | $5,629+83.5% | $6,691+54.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |