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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,625 | $119,143-56.7% | $88,632-41.8% | $152,909-66.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 10.10% | 48.12%-38.0pp | 43.75%-33.7pp | 345.46%-335.4pp |
| Employer contribution / active EE | $16,713 | $2,675+524.9% | $2,101+695.6% | $4,764+250.8% |
| Participant deferral / active EE | $9,723 | $3,555+173.5% | $2,917+233.3% | $5,851+66.2% |
| Admin fee / account holder | $125 | $5,875-97.9% | $4,308-97.1% | $11,601-98.9% |