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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,158 | $85,206-49.3% | $172,745-75.0% | $72,986-40.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.93% | 27.32%-4.4pp | 802.90%-780.0pp | 81.01%-58.1pp |
| Employer contribution / active EE | $5,100 | $3,325+53.4% | $5,144-0.9% | $2,440+109.0% |
| Participant deferral / active EE | $5,018 | $3,260+53.9% | $5,197-3.4% | $3,607+39.1% |
| Admin fee / account holder | $38 | $5,883-99.4% | $13,954-99.7% | $5,124-99.3% |