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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,494 | $157,304-49.5% | $141,197-43.7% | $152,909-48.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.04% | 64.34%-48.3pp | 71.41%-55.4pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,465 | $5,263-53.2% | $4,736-48.0% | $4,764-48.3% |
| Participant deferral / active EE | $5,351 | $7,111-24.7% | $6,710-20.2% | $5,851-8.5% |
| Admin fee / account holder | $177 | $12,126-98.5% | $10,265-98.3% | $11,601-98.5% |