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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,778 | $166,268-14.7% | $165,100-14.1% | $145,897-2.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.23% | 100.52%-86.3pp | 70.21%-56.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,242 | $5,284-38.6% | $4,348-25.4% | $4,663-30.5% |
| Participant deferral / active EE | $11,017 | $6,964+58.2% | $6,035+82.5% | $6,689+64.7% |
| Admin fee / account holder | $67 | $16,659-99.6% | $12,696-99.5% | $13,390-99.5% |