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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,301 | $152,612-67.0% | $125,192-59.8% | $152,897-67.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 35.78% | 54.85%-19.1pp | 43.79%-8.0pp | 345.43%-309.6pp |
| Employer contribution / active EE | $4,206 | $4,947-15.0% | $3,866+8.8% | $4,764-11.7% |
| Participant deferral / active EE | $6,913 | $5,868+17.8% | $4,937+40.0% | $5,851+18.1% |
| Admin fee / account holder | $204 | $13,437-98.5% | $9,704-97.9% | $11,599-98.2% |