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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,387 | $111,535-58.4% | $105,223-55.9% | $137,256-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.91% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,932 | $3,939-25.6% | $3,689-20.5% | $4,156-29.5% |
| Participant deferral / active EE | $7,907 | $5,500+43.8% | $5,072+55.9% | $6,407+23.4% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |