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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,906 | $148,582-60.4% | $135,942-56.7% | $139,456-57.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.44% | 79.26%-51.8pp | 68.28%-40.8pp | 373.45%-346.0pp |
| Employer contribution / active EE | $3,399 | $5,245-35.2% | $4,858-30.0% | $4,753-28.5% |
| Participant deferral / active EE | $17,293 | $8,101+113.5% | $7,759+122.9% | $6,711+157.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |