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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,060 | $232,540-78.9% | $185,117-73.5% | $147,586-66.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.56% | 43.03%-23.5pp | 40.50%-20.9pp | 578.59%-559.0pp |
| Employer contribution / active EE | $9,456 | $5,195+82.0% | $4,182+126.1% | $4,876+93.9% |
| Participant deferral / active EE | $5,834 | $5,8340% | $5,045+15.6% | $5,439+7.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |