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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,718 | $53,128-47.8% | $86,582-68.0% | $70,126-60.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.28% | 27.66%-12.4pp | 965.08%-949.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $5,617 | $2,068+171.6% | $2,839+97.8% | $2,343+139.8% |
| Participant deferral / active EE | $5,264 | $2,695+95.3% | $3,609+45.9% | $3,332+58.0% |
| Admin fee / account holder | $62 | $3,584-98.3% | $4,904-98.7% | $4,645-98.7% |