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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,370 | $152,612-42.1% | $125,192-29.4% | $152,897-42.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 39.75% | 54.85%-15.1pp | 43.79%-4.0pp | 345.43%-305.7pp |
| Employer contribution / active EE | $4,365 | $4,947-11.8% | $3,866+12.9% | $4,764-8.4% |
| Participant deferral / active EE | $6,085 | $5,868+3.7% | $4,937+23.3% | $5,851+4.0% |
| Admin fee / account holder | $50 | $13,437-99.6% | $9,704-99.5% | $11,599-99.6% |