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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,383 | $226,105-81.7% | $182,540-77.3% | $152,897-72.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.74% | 192.58%-175.8pp | 148.58%-131.8pp | 345.43%-328.7pp |
| Employer contribution / active EE | $9,211 | $4,978+85.0% | $4,076+126.0% | $4,764+93.4% |
| Participant deferral / active EE | $5,534 | $6,370-13.1% | $5,525+0.2% | $5,851-5.4% |
| Admin fee / account holder | $16 | $10,706-99.8% | $8,593-99.8% | $11,599-99.9% |