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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,550 | $105,145-70.9% | $94,664-67.7% | $139,466-78.1% |
| Participation rate | 78.6% | 82.4%-3.8pp | 80.8%-2.3pp | 80.3%-1.8pp |
| Annual return | 23.65% | 38.09%-14.4pp | 156.84%-133.2pp | 373.66%-350.0pp |
| Employer contribution / active EE | $3,286 | $4,107-20.0% | $3,673-10.5% | $4,754-30.9% |
| Participant deferral / active EE | $6,007 | $7,599-21.0% | $7,417-19.0% | $6,712-10.5% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |