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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,249 | $107,368-83.9% | $92,915-81.4% | $152,909-88.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 35.29% | 145.64%-110.3pp | 109.45%-74.2pp | 345.46%-310.2pp |
| Employer contribution / active EE | $3,231 | $4,222-23.5% | $3,653-11.6% | $4,764-32.2% |
| Participant deferral / active EE | $5,534 | $4,848+14.2% | $4,238+30.6% | $5,851-5.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |