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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,736 | $165,584-73.0% | $142,942-68.7% | $137,256-67.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 17.55% | 164.22%-146.7pp | 113.70%-96.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,628 | $4,725-2.1% | $4,139+11.8% | $4,156+11.3% |
| Participant deferral / active EE | $12,174 | $8,194+48.6% | $7,128+70.8% | $6,407+90.0% |
| Admin fee / account holder | $81 | $16,167-99.5% | $12,475-99.4% | $12,270-99.3% |