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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,519 | $97,078-35.6% | $103,065-39.3% | $145,897-57.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 12.20% | 25.49%-13.3pp | 23.95%-11.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $5,540 | $4,680+18.4% | $4,675+18.5% | $4,663+18.8% |
| Participant deferral / active EE | $12,165 | $6,601+84.3% | $6,625+83.6% | $6,689+81.9% |
| Admin fee / account holder | $265 | $12,505-97.9% | $9,349-97.2% | $13,390-98.0% |