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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,433 | $85,766-63.3% | $136,297-76.9% | $70,131-55.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.21% | 31.45%-15.2pp | 5156.16%-5140.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,394 | $2,966+48.1% | $4,696-6.4% | $2,342+87.6% |
| Participant deferral / active EE | $5,248 | $5,051+3.9% | $6,247-16.0% | $3,332+57.5% |
| Admin fee / account holder | $54 | $5,420-99.0% | $9,244-99.4% | $4,645-98.8% |