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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,548 | $100,139-37.5% | $85,187-26.6% | $145,884-57.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.83% | 84.15%-64.3pp | 66.67%-46.8pp | 551.85%-532.0pp |
| Employer contribution / active EE | $13,176 | $3,238+306.9% | $2,732+382.2% | $4,662+182.6% |
| Participant deferral / active EE | $13,413 | $5,296+153.3% | $4,525+196.4% | $6,690+100.5% |
| Admin fee / account holder | $22 | $7,262-99.7% | $6,162-99.6% | $13,392-99.8% |