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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,939 | $104,937-71.5% | $84,628-64.6% | $152,897-80.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 13.07% | 373.88%-360.8pp | 258.80%-245.7pp | 345.43%-332.4pp |
| Employer contribution / active EE | $10,616 | $3,303+221.4% | $2,653+300.2% | $4,764+122.9% |
| Participant deferral / active EE | $10,678 | $4,690+127.7% | $3,900+173.8% | $5,851+82.5% |
| Admin fee / account holder | $224 | $6,243-96.4% | $4,914-95.4% | $11,599-98.1% |