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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,878 | $42,546+36.0% | $71,796-19.4% | $55,167+4.9% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 6.98% | 12.36%-5.4pp | 78.04%-71.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $4,116 | $803+412.4% | $1,924+113.9% | $1,963+109.7% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |