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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,618 | $100,073-50.4% | $85,126-41.7% | $145,877-66.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.53% | 84.11%-75.6pp | 66.63%-58.1pp | 551.28%-542.8pp |
| Employer contribution / active EE | $14,094 | $3,236+335.5% | $2,731+416.0% | $4,663+202.3% |
| Participant deferral / active EE | $8,145 | $5,294+53.8% | $4,523+80.1% | $6,691+21.7% |
| Admin fee / account holder | $261 | $7,261-96.4% | $6,160-95.8% | $13,402-98.1% |