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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,398 | $112,892-59.8% | $90,956-50.1% | $158,931-71.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.21% | 215.80%-198.6pp | 134.60%-117.4pp | 302.86%-285.7pp |
| Employer contribution / active EE | $15,904 | $2,893+449.7% | $2,122+649.5% | $4,761+234.0% |
| Participant deferral / active EE | $5,518 | $4,127+33.7% | $3,373+63.6% | $5,982-7.8% |
| Admin fee / account holder | $0 | $8,042-100.0% | $5,959-100.0% | $11,247-100.0% |