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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,342 | $183,516-67.7% | $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 | 19.24% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $8,880 | $5,315+67.1% | $4,675+90.0% | $4,662+90.5% |
| Participant deferral / active EE | $13,655 | $6,467+111.2% | $5,630+142.5% | $6,690+104.1% |
| Admin fee / account holder | $87 | $19,293-99.5% | $15,900-99.5% | $13,392-99.3% |