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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,877 | $112,933-56.7% | $90,970-46.3% | $158,982-69.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.90% | 215.82%-196.9pp | 134.60%-115.7pp | 302.99%-284.1pp |
| Employer contribution / active EE | $4,663 | $2,893+61.2% | $2,122+119.8% | $4,763-2.1% |
| Participant deferral / active EE | $9,750 | $4,128+136.2% | $3,373+189.1% | $5,983+62.9% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |