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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,550 | $165,399-75.5% | $149,745-72.9% | $158,982-74.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.89% | 348.34%-326.4pp | 276.72%-254.8pp | 302.99%-281.1pp |
| Employer contribution / active EE | $3,308 | $5,105-35.2% | $4,646-28.8% | $4,763-30.5% |
| Participant deferral / active EE | $15,950 | $7,183+122.1% | $6,843+133.1% | $5,983+166.6% |
| Admin fee / account holder | $165 | $10,811-98.5% | $9,312-98.2% | $11,252-98.5% |