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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,354 | $117,859-55.6% | $102,438-48.9% | $145,959-64.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 55.45% | 31.72%+23.7pp | 29.37%+26.1pp | 561.95%-506.5pp |
| Employer contribution / active EE | $7,870 | $3,615+117.7% | $3,024+160.3% | $4,661+68.9% |
| Participant deferral / active EE | $5,598 | $5,732-2.3% | $5,054+10.8% | $6,689-16.3% |
| Admin fee / account holder | $240 | $13,318-98.2% | $9,448-97.5% | $13,398-98.2% |