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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,508 | $232,540-88.6% | $185,117-85.7% | $147,585-82.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.72% | 43.03%-31.3pp | 40.50%-28.8pp | 578.57%-566.8pp |
| Employer contribution / active EE | $11,552 | $5,195+122.4% | $4,182+176.2% | $4,876+136.9% |
| Participant deferral / active EE | $7,365 | $5,834+26.3% | $5,045+46.0% | $5,439+35.4% |
| Admin fee / account holder | $132 | $10,275-98.7% | $8,159-98.4% | $10,885-98.8% |