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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,185 | $125,184-84.7% | $105,607-81.8% | $145,884-86.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.62% | 225.00%-212.4pp | 116.11%-103.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,552 | $3,720-4.5% | $3,167+12.2% | $4,662-23.8% |
| Participant deferral / active EE | $4,441 | $5,714-22.3% | $5,011-11.4% | $6,690-33.6% |
| Admin fee / account holder | $48 | $17,133-99.7% | $10,958-99.6% | $13,392-99.6% |