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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,872 | $118,695-49.6% | $98,916-39.5% | $158,950-62.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.11% | 372.39%-353.3pp | 196.45%-177.3pp | 302.91%-283.8pp |
| Employer contribution / active EE | $3,223 | $3,333-3.3% | $2,689+19.8% | $4,762-32.3% |
| Participant deferral / active EE | $4,288 | $5,088-15.7% | $4,245+1.0% | $5,983-28.3% |
| Admin fee / account holder | $193 | $10,132-98.1% | $6,642-97.1% | $11,248-98.3% |