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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,549 | $107,368-72.5% | $92,915-68.2% | $152,909-80.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.51% | 145.64%-121.1pp | 109.45%-84.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $11,851 | $4,222+180.7% | $3,653+224.4% | $4,764+148.8% |
| Participant deferral / active EE | $14,017 | $4,848+189.1% | $4,238+230.7% | $5,851+139.6% |
| Admin fee / account holder | $42 | $7,082-99.4% | $5,796-99.3% | $11,601-99.6% |