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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,140 | $183,592-64.0% | $155,574-57.5% | $145,877-54.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,569 | $5,317-32.9% | $4,676-23.7% | $4,663-23.5% |
| Participant deferral / active EE | $5,378 | $6,466-16.8% | $5,629-4.5% | $6,691-19.6% |
| Admin fee / account holder | $228 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |