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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,461 | $133,998-79.5% | $112,263-75.5% | $134,545-79.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 41.64% | 47.17%-5.5pp | 27.49%+14.2pp | 418.37%-376.7pp |
| Employer contribution / active EE | $11,111 | $4,040+175.0% | $3,636+205.6% | $4,742+134.3% |
| Participant deferral / active EE | $2,117 | $5,292-60.0% | $4,729-55.2% | $6,401-66.9% |
| Admin fee / account holder | $15 | $7,493-99.8% | $6,410-99.8% | $11,431-99.9% |