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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,972 | $107,368-59.0% | $92,915-52.7% | $152,909-71.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.23% | 145.64%-122.4pp | 109.45%-86.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $8,138 | $4,222+92.7% | $3,653+122.8% | $4,764+70.8% |
| Participant deferral / active EE | $12,873 | $4,848+165.5% | $4,238+203.8% | $5,851+120.0% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |