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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,061 | $129,737-61.4% | $119,126-58.0% | $154,746-67.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.33% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,818 | $4,375-12.7% | $4,034-5.3% | $4,379-12.8% |
| Participant deferral / active EE | $13,075 | $5,842+123.8% | $5,318+145.9% | $6,730+94.3% |
| Admin fee / account holder | $165 | $11,961-98.6% | $10,693-98.5% | $14,365-98.9% |