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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,143 | $107,030-89.6% | $73,550-84.8% | $147,586-92.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 63.48% | 38.25%+25.2pp | -15.16%+78.6pp | 578.59%-515.1pp |
| Employer contribution / active EE | $3,808 | $1,760+116.3% | $1,219+212.4% | $4,876-21.9% |
| Participant deferral / active EE | $5,150 | $2,458+109.5% | $1,804+185.5% | $5,439-5.3% |
| Admin fee / account holder | $59 | $3,055-98.1% | $2,320-97.4% | $10,886-99.5% |