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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,023 | $166,131-78.3% | $164,975-78.2% | $145,877-75.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.72% | 100.37%-87.7pp | 70.12%-57.4pp | 551.28%-538.6pp |
| Employer contribution / active EE | $12,198 | $5,276+131.2% | $4,343+180.9% | $4,663+161.6% |
| Participant deferral / active EE | $4,500 | $6,962-35.4% | $6,033-25.4% | $6,691-32.7% |
| Admin fee / account holder | $209 | $16,648-98.7% | $12,688-98.4% | $13,402-98.4% |