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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,635 | $117,433-65.4% | $99,475-59.2% | $152,897-73.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.44% | 31.87%-14.4pp | 30.72%-13.3pp | 345.43%-328.0pp |
| Employer contribution / active EE | $5,568 | $3,013+84.8% | $2,540+119.2% | $4,764+16.9% |
| Participant deferral / active EE | $7,264 | $4,086+77.8% | $3,619+100.7% | $5,851+24.1% |
| Admin fee / account holder | $295 | $7,634-96.1% | $6,252-95.3% | $11,599-97.5% |