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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,768 | $102,638-86.6% | $81,982-83.2% | $158,982-91.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 30.66% | 61.05%-30.4pp | 41.31%-10.7pp | 302.99%-272.3pp |
| Employer contribution / active EE | $4,705 | $3,241+45.2% | $2,498+88.3% | $4,763-1.2% |
| Participant deferral / active EE | $2,201 | $4,649-52.7% | $3,722-40.9% | $5,983-63.2% |
| Admin fee / account holder | $76 | $8,237-99.1% | $5,665-98.7% | $11,252-99.3% |