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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,513 | $165,381-67.6% | $149,730-64.3% | $158,966-66.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.61% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.3pp |
| Employer contribution / active EE | $1,591 | $5,104-68.8% | $4,645-65.7% | $4,762-66.6% |
| Participant deferral / active EE | $6,316 | $7,182-12.1% | $6,843-7.7% | $5,983+5.6% |
| Admin fee / account holder | $120 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |