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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,348 | $111,535-55.8% | $105,223-53.1% | $137,256-64.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.51% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,103 | $3,939-21.2% | $3,689-15.9% | $4,156-25.3% |
| Participant deferral / active EE | $8,900 | $5,500+61.8% | $5,072+75.5% | $6,407+38.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |