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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,310 | $104,251-39.3% | $91,004-30.4% | $147,586-57.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.67% | 27.06%-18.4pp | 4.60%+4.1pp | 578.59%-569.9pp |
| Employer contribution / active EE | $3,038 | $3,116-2.5% | $2,456+23.7% | $4,876-37.7% |
| Participant deferral / active EE | $8,624 | $4,195+105.6% | $3,548+143.1% | $5,439+58.6% |
| Admin fee / account holder | $62 | $8,948-99.3% | $5,417-98.8% | $10,886-99.4% |