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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,267 | $81,643-62.9% | $70,462-57.0% | $158,950-81.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.09% | 208.51%-188.4pp | 109.08%-89.0pp | 302.91%-282.8pp |
| Employer contribution / active EE | $4,200 | $3,218+30.5% | $2,737+53.4% | $4,762-11.8% |
| Participant deferral / active EE | $7,688 | $4,555+68.8% | $3,710+107.2% | $5,983+28.5% |
| Admin fee / account holder | $149 | $6,194-97.6% | $3,845-96.1% | $11,248-98.7% |