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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,334 | $182,442-64.7% | $163,379-60.6% | $138,895-53.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 24.19% | 72.74%-48.5pp | 63.41%-39.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $3,551 | $4,159-14.6% | $3,752-5.4% | $4,194-15.3% |
| Participant deferral / active EE | $17,353 | $6,817+154.6% | $6,282+176.2% | $6,396+171.3% |
| Admin fee / account holder | $20 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |