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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,305 | $183,627-74.8% | $155,602-70.2% | $145,978-68.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 61.32%-48.2pp | 64.81%-51.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $2,561 | $5,316-51.8% | $4,675-45.2% | $4,662-45.1% |
| Participant deferral / active EE | $4,350 | $6,466-32.7% | $5,629-22.7% | $6,690-35.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |