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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,615 | $152,612-80.6% | $125,192-76.3% | $152,897-80.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.62% | 54.85%-34.2pp | 43.79%-23.2pp | 345.43%-324.8pp |
| Employer contribution / active EE | $3,067 | $4,947-38.0% | $3,866-20.7% | $4,764-35.6% |
| Participant deferral / active EE | $4,309 | $5,868-26.6% | $4,937-12.7% | $5,851-26.4% |
| Admin fee / account holder | $96 | $13,437-99.3% | $9,704-99.0% | $11,599-99.2% |