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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,639 | $157,276-74.8% | $141,177-71.9% | $152,885-74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 78.52% | 64.33%+14.2pp | 71.40%+7.1pp | 345.39%-266.9pp |
| Employer contribution / active EE | $2,967 | $5,262-43.6% | $4,736-37.4% | $4,763-37.7% |
| Participant deferral / active EE | $6,300 | $7,110-11.4% | $6,710-6.1% | $5,851+7.7% |
| Admin fee / account holder | $2 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |