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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,731 | $157,276-67.7% | $141,177-64.1% | $152,885-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.11% | 64.33%-31.2pp | 71.40%-38.3pp | 345.39%-312.3pp |
| Employer contribution / active EE | $2,768 | $5,262-47.4% | $4,736-41.5% | $4,763-41.9% |
| Participant deferral / active EE | $10,761 | $7,110+51.3% | $6,710+60.4% | $5,851+83.9% |
| Admin fee / account holder | $58 | $12,123-99.5% | $10,263-99.4% | $11,598-99.5% |