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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,017 | $116,167-67.3% | $64,489-41.0% | $137,256-72.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 88.78% | 36.55%+52.2pp | 55.03%+33.8pp | 220.34%-131.6pp |
| Employer contribution / active EE | $2,939 | $2,483+18.4% | $1,523+93.0% | $4,156-29.3% |
| Participant deferral / active EE | $6,182 | $4,215+46.7% | $2,778+122.5% | $6,407-3.5% |
| Admin fee / account holder | $205 | $6,188-96.7% | $4,260-95.2% | $12,270-98.3% |