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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,588 | $148,582-62.6% | $135,942-59.1% | $139,456-60.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.21% | 79.26%-51.0pp | 68.28%-40.1pp | 373.45%-345.2pp |
| Employer contribution / active EE | $4,680 | $5,245-10.8% | $4,858-3.7% | $4,753-1.5% |
| Participant deferral / active EE | $14,490 | $8,101+78.9% | $7,759+86.8% | $6,711+115.9% |
| Admin fee / account holder | $64 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |