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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,732 | $157,296-70.9% | $141,191-67.6% | $152,897-70.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 39.87% | 64.34%-24.5pp | 71.41%-31.5pp | 345.43%-305.6pp |
| Employer contribution / active EE | $3,610 | $5,262-31.4% | $4,736-23.8% | $4,764-24.2% |
| Participant deferral / active EE | $10,780 | $7,111+51.6% | $6,710+60.7% | $5,851+84.2% |
| Admin fee / account holder | $7 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |