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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,328 | $157,276-75.0% | $141,177-72.1% | $152,885-74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.15% | 64.33%-46.2pp | 71.40%-53.3pp | 345.39%-327.2pp |
| Employer contribution / active EE | $2,222 | $5,262-57.8% | $4,736-53.1% | $4,763-53.4% |
| Participant deferral / active EE | $5,991 | $7,110-15.7% | $6,710-10.7% | $5,851+2.4% |
| Admin fee / account holder | $16 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |