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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,459 | $157,296-71.7% | $141,191-68.5% | $152,897-70.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.61% | 64.34%-23.7pp | 71.41%-30.8pp | 345.43%-304.8pp |
| Employer contribution / active EE | $4,387 | $5,262-16.6% | $4,736-7.4% | $4,764-7.9% |
| Participant deferral / active EE | $9,451 | $7,111+32.9% | $6,710+40.8% | $5,851+61.5% |
| Admin fee / account holder | $21 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |