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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,190 | $85,024-61.0% | $70,544-53.0% | $139,466-76.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 26.14% | 30.39%-4.3pp | 32.79%-6.7pp | 373.66%-347.5pp |
| Employer contribution / active EE | $7,000 | $3,912+78.9% | $2,976+135.2% | $4,754+47.2% |
| Participant deferral / active EE | $6,655 | $5,891+13.0% | $4,568+45.7% | $6,712-0.9% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |