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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,244 | $183,592-81.9% | $155,567-78.6% | $145,959-77.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.71% | 61.24%-44.5pp | 64.74%-48.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $7,515 | $5,315+41.4% | $4,674+60.8% | $4,661+61.2% |
| Participant deferral / active EE | $6,090 | $6,464-5.8% | $5,628+8.2% | $6,689-8.9% |
| Admin fee / account holder | $290 | $19,318-98.5% | $15,916-98.2% | $13,398-97.8% |