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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,445 | $109,967-74.1% | $97,197-70.7% | $145,877-80.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.78% | 244.27%-233.5pp | 75.47%-64.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,053 | $3,077-33.3% | $2,723-24.6% | $4,663-56.0% |
| Participant deferral / active EE | $5,286 | $4,676+13.0% | $4,263+24.0% | $6,691-21.0% |
| Admin fee / account holder | $274 | $6,199-95.6% | $5,637-95.1% | $13,402-98.0% |