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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,725 | $157,296-68.4% | $141,191-64.8% | $152,897-67.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.50% | 64.34%-45.8pp | 71.41%-52.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $5,208 | $5,262-1.0% | $4,736+10.0% | $4,764+9.3% |
| Participant deferral / active EE | $12,772 | $7,111+79.6% | $6,710+90.3% | $5,851+118.3% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |