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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,556 | $111,535-42.1% | $105,223-38.6% | $137,256-53.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.28% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,992 | $3,939+1.3% | $3,689+8.2% | $4,156-3.9% |
| Participant deferral / active EE | $13,863 | $5,500+152.1% | $5,072+173.3% | $6,407+116.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |