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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,035 | $105,145-54.3% | $94,664-49.3% | $139,466-65.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.38% | 38.09%-19.7pp | 156.84%-138.5pp | 373.66%-355.3pp |
| Employer contribution / active EE | $975 | $4,107-76.3% | $3,673-73.5% | $4,754-79.5% |
| Participant deferral / active EE | $3,897 | $7,599-48.7% | $7,417-47.5% | $6,712-41.9% |
| Admin fee / account holder | $66 | $8,972-99.3% | $7,222-99.1% | $11,409-99.4% |