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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,413 | $112,915-63.3% | $90,965-54.5% | $158,950-73.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.44% | 215.75%-190.3pp | 134.57%-109.1pp | 302.91%-277.5pp |
| Employer contribution / active EE | $2,076 | $2,894-28.3% | $2,122-2.2% | $4,762-56.4% |
| Participant deferral / active EE | $10,111 | $4,128+144.9% | $3,373+199.8% | $5,983+69.0% |
| Admin fee / account holder | $2 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |