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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,569 | $226,105-82.1% | $182,540-77.8% | $152,897-73.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.31% | 192.58%-169.3pp | 148.58%-125.3pp | 345.43%-322.1pp |
| Employer contribution / active EE | $3,595 | $4,978-27.8% | $4,076-11.8% | $4,764-24.5% |
| Participant deferral / active EE | $8,681 | $6,370+36.3% | $5,525+57.1% | $5,851+48.4% |
| Admin fee / account holder | $260 | $10,706-97.6% | $8,593-97.0% | $11,599-97.8% |