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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,163 | $106,918-64.3% | $84,021-54.6% | $152,897-75.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.55% | 105.01%-81.5pp | 71.32%-47.8pp | 345.43%-321.9pp |
| Employer contribution / active EE | $9,432 | $2,735+244.8% | $1,984+375.4% | $4,764+98.0% |
| Participant deferral / active EE | $4,318 | $4,012+7.6% | $3,239+33.3% | $5,851-26.2% |
| Admin fee / account holder | $92 | $8,288-98.9% | $6,102-98.5% | $11,599-99.2% |