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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,937 | $103,000-55.4% | $90,300-49.1% | $152,885-70.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.45% | 95.19%-73.7pp | 78.11%-56.7pp | 345.39%-323.9pp |
| Employer contribution / active EE | $4,185 | $3,138+33.3% | $2,854+46.6% | $4,763-12.1% |
| Participant deferral / active EE | $6,143 | $4,281+43.5% | $3,884+58.1% | $5,851+5.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |