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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,355 | $183,516-68.7% | $155,534-63.1% | $145,884-60.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.40% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $26,448 | $5,315+397.6% | $4,675+465.8% | $4,662+467.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |