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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,238 | $183,516-86.8% | $155,534-84.4% | $145,884-83.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.61% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,411 | $5,315-54.6% | $4,675-48.4% | $4,662-48.3% |
| Participant deferral / active EE | $8,789 | $6,467+35.9% | $5,630+56.1% | $6,690+31.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |