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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,850 | $108,882-42.3% | $96,754-35.0% | $154,746-59.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 29.11% | 98.39%-69.3pp | 82.04%-52.9pp | 172.34%-143.2pp |
| Employer contribution / active EE | $5,332 | $3,018+76.7% | $2,679+99.0% | $4,379+21.8% |
| Participant deferral / active EE | $32,875 | $5,323+517.6% | $4,758+590.9% | $6,730+388.5% |
| Admin fee / account holder | $190 | $10,200-98.1% | $8,905-97.9% | $14,365-98.7% |