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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,890 | $162,812-63.8% | $133,971-56.0% | $158,966-63.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.42% | 41.94%-11.5pp | 45.09%-14.7pp | 302.95%-272.5pp |
| Employer contribution / active EE | $2,171 | $4,976-56.4% | $3,919-44.6% | $4,762-54.4% |
| Participant deferral / active EE | $8,510 | $5,910+44.0% | $5,047+68.6% | $5,983+42.2% |
| Admin fee / account holder | $53 | $11,741-99.6% | $8,929-99.4% | $11,250-99.5% |