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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,281 | $183,592-80.2% | $155,574-76.7% | $145,877-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.92% | 61.37%-46.5pp | 64.87%-49.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,715 | $5,317-48.9% | $4,676-41.9% | $4,663-41.8% |
| Participant deferral / active EE | $4,431 | $6,466-31.5% | $5,629-21.3% | $6,691-33.8% |
| Admin fee / account holder | $277 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |