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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,370 | $52,353-15.2% | $120,225-63.1% | $82,448-46.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 17.45% | 61.85%-44.4pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,817 | $1,510+20.3% | $3,475-47.7% | $2,551-28.8% |
| Participant deferral / active EE | $3,899 | $2,627+48.4% | $3,999-2.5% | $4,139-5.8% |
| Admin fee / account holder | $169 | $4,363-96.1% | $5,696-97.0% | $7,234-97.7% |