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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,039 | $154,209-77.9% | $130,062-73.8% | $139,487-75.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.55% | 32.52%-18.0pp | -137.37%+151.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $9,176 | $5,292+73.4% | $4,322+112.3% | $4,755+93.0% |
| Participant deferral / active EE | $6,145 | $6,709-8.4% | $5,821+5.6% | $6,713-8.5% |
| Admin fee / account holder | $202 | $13,988-98.6% | $10,601-98.1% | $11,407-98.2% |