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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,954 | $157,276-78.4% | $141,177-75.9% | $152,885-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.73% | 64.33%-45.6pp | 71.40%-52.7pp | 345.39%-326.7pp |
| Employer contribution / active EE | $1,989 | $5,262-62.2% | $4,736-58.0% | $4,763-58.2% |
| Participant deferral / active EE | $5,728 | $7,110-19.4% | $6,710-14.6% | $5,851-2.1% |
| Admin fee / account holder | $78 | $12,123-99.4% | $10,263-99.2% | $11,598-99.3% |