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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,555 | $166,242-76.8% | $165,071-76.6% | $145,884-73.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.16% | 100.44%-90.3pp | 70.17%-60.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $4,682 | $5,283-11.4% | $4,347+7.7% | $4,662+0.4% |
| Participant deferral / active EE | $2,482 | $6,964-64.4% | $6,035-58.9% | $6,690-62.9% |
| Admin fee / account holder | $160 | $16,658-99.0% | $12,695-98.7% | $13,392-98.8% |