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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,780 | $227,541-73.7% | $189,544-68.5% | $167,497-64.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.95% | 78.42%-63.5pp | 64.18%-49.2pp | 478.62%-463.7pp |
| Employer contribution / active EE | $3,425 | $5,314-35.5% | $4,411-22.3% | $4,838-29.2% |
| Participant deferral / active EE | $5,151 | $7,002-26.4% | $6,174-16.6% | $6,341-18.8% |
| Admin fee / account holder | $98 | $11,879-99.2% | $9,808-99.0% | $12,310-99.2% |