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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,402 | $183,516-67.6% | $155,534-61.8% | $145,884-59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,147 | $5,315-78.4% | $4,675-75.5% | $4,662-75.4% |
| Participant deferral / active EE | $16,342 | $6,467+152.7% | $5,630+190.2% | $6,690+144.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |