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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,261 | $77,416-64.8% | $69,464-60.8% | $152,897-82.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.79% | 39.08%-20.3pp | 28.98%-10.2pp | 345.43%-326.6pp |
| Employer contribution / active EE | $4,103 | $3,315+23.8% | $2,779+47.6% | $4,764-13.9% |
| Participant deferral / active EE | $7,802 | $4,413+76.8% | $3,536+120.6% | $5,851+33.3% |
| Admin fee / account holder | $49 | $6,208-99.2% | $3,840-98.7% | $11,599-99.6% |