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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,019 | $148,623-70.4% | $135,974-67.6% | $139,466-68.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.38% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $4,139 | $5,246-21.1% | $4,859-14.8% | $4,754-12.9% |
| Participant deferral / active EE | $6,334 | $8,103-21.8% | $7,760-18.4% | $6,712-5.6% |
| Admin fee / account holder | $197 | $12,406-98.4% | $10,767-98.2% | $11,409-98.3% |