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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,334 | $115,814-52.2% | $101,275-45.4% | $158,982-65.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 40.23% | 56.16%-15.9pp | 46.48%-6.2pp | 302.99%-262.8pp |
| Employer contribution / active EE | $16,235 | $4,176+288.8% | $3,660+343.6% | $4,763+240.9% |
| Participant deferral / active EE | $12,732 | $4,958+156.8% | $4,371+191.3% | $5,983+112.8% |
| Admin fee / account holder | $126 | $7,249-98.3% | $5,948-97.9% | $11,252-98.9% |