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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,656 | $152,619-57.6% | $125,195-48.4% | $152,909-57.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.40% | 54.85%-32.4pp | 43.79%-21.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $9,120 | $4,947+84.3% | $3,866+135.9% | $4,764+91.4% |
| Participant deferral / active EE | $4,345 | $5,869-26.0% | $4,937-12.0% | $5,851-25.7% |
| Admin fee / account holder | $95 | $13,437-99.3% | $9,704-99.0% | $11,601-99.2% |