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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,015 | $115,810-67.2% | $101,271-62.5% | $158,966-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.74% | 56.15%-42.4pp | 46.48%-32.7pp | 302.95%-289.2pp |
| Employer contribution / active EE | $5,972 | $4,175+43.0% | $3,660+63.2% | $4,762+25.4% |
| Participant deferral / active EE | $6,258 | $4,958+26.2% | $4,371+43.2% | $5,983+4.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |