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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,694 | $118,877-64.9% | $96,570-56.8% | $167,536-75.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.39% | 50.50%-35.1pp | 37.79%-22.4pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,945 | $3,121-5.6% | $2,357+25.0% | $4,839-39.1% |
| Participant deferral / active EE | $5,119 | $4,617+10.9% | $3,849+33.0% | $6,342-19.3% |
| Admin fee / account holder | $181 | $8,069-97.8% | $6,182-97.1% | $12,315-98.5% |