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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,271 | $183,592-74.8% | $155,574-70.3% | $145,877-68.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $5,228 | $5,317-1.7% | $4,676+11.8% | $4,663+12.1% |
| Participant deferral / active EE | $3,456 | $6,466-46.6% | $5,629-38.6% | $6,691-48.4% |
| Admin fee / account holder | $34 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |