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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,142 | $183,539-75.4% | $155,556-71.0% | $145,897-69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.35% | 61.31%-45.0pp | 64.84%-48.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $13,218 | $5,315+148.7% | $4,675+182.7% | $4,663+183.5% |
| Participant deferral / active EE | $7,861 | $6,467+21.5% | $5,631+39.6% | $6,689+17.5% |
| Admin fee / account holder | $161 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |