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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,032 | $183,592-67.8% | $155,574-62.1% | $145,877-59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.04% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,982 | $5,317-6.3% | $4,676+6.5% | $4,663+6.8% |
| Participant deferral / active EE | $10,275 | $6,466+58.9% | $5,629+82.5% | $6,691+53.6% |
| Admin fee / account holder | $15 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |