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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,847 | $107,363-65.7% | $92,909-60.3% | $152,897-75.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.37% | 145.63%-119.3pp | 109.44%-83.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $5,184 | $4,222+22.8% | $3,653+41.9% | $4,764+8.8% |
| Participant deferral / active EE | $13,362 | $4,848+175.6% | $4,238+215.3% | $5,851+128.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |