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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,764 | $152,619-71.3% | $125,195-65.0% | $152,909-71.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.88% | 54.85%-34.0pp | 43.79%-22.9pp | 345.46%-324.6pp |
| Employer contribution / active EE | $10,638 | $4,947+115.0% | $3,866+175.2% | $4,764+123.3% |
| Participant deferral / active EE | $5,333 | $5,869-9.1% | $4,937+8.0% | $5,851-8.9% |
| Admin fee / account holder | $181 | $13,437-98.7% | $9,704-98.1% | $11,601-98.4% |