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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,994 | $226,090-82.8% | $182,531-78.6% | $152,885-74.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.47% | 192.57%-169.1pp | 148.57%-125.1pp | 345.39%-321.9pp |
| Employer contribution / active EE | $1,556 | $4,978-68.7% | $4,075-61.8% | $4,763-67.3% |
| Participant deferral / active EE | $4,419 | $6,369-30.6% | $5,525-20.0% | $5,851-24.5% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |