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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,305 | $183,592-43.2% | $155,567-33.0% | $145,959-28.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.85% | 61.24%-40.4pp | 64.74%-43.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $1,649 | $5,315-69.0% | $4,674-64.7% | $4,661-64.6% |
| Participant deferral / active EE | $4,249 | $6,464-34.3% | $5,628-24.5% | $6,689-36.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |