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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,123 | $125,184-61.6% | $105,607-54.4% | $145,884-67.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.61% | 225.00%-212.4pp | 116.11%-103.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $5,015 | $3,720+34.8% | $3,167+58.3% | $4,662+7.6% |
| Participant deferral / active EE | $13,667 | $5,714+139.2% | $5,011+172.7% | $6,690+104.3% |
| Admin fee / account holder | $5 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |