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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,183 | $100,073-44.9% | $85,126-35.2% | $145,877-62.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 84.11%-64.2pp | 66.63%-46.7pp | 551.28%-531.4pp |
| Employer contribution / active EE | $10,968 | $3,236+238.9% | $2,731+301.6% | $4,663+135.2% |
| Participant deferral / active EE | $21,276 | $5,294+301.9% | $4,523+370.4% | $6,691+218.0% |
| Admin fee / account holder | $56 | $7,261-99.2% | $6,160-99.1% | $13,402-99.6% |