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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,893 | $129,959-50.8% | $104,301-38.7% | $134,509-52.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.16% | 42.04%-41.9pp | 24.61%-24.5pp | 418.13%-418.0pp |
| Employer contribution / active EE | $4,912 | $4,185+17.3% | $3,373+45.6% | $4,741+3.6% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |