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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,270 | $226,105-81.7% | $182,540-77.4% | $152,897-73.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.45% | 192.58%-169.1pp | 148.58%-125.1pp | 345.43%-322.0pp |
| Employer contribution / active EE | $3,135 | $4,978-37.0% | $4,076-23.1% | $4,764-34.2% |
| Participant deferral / active EE | $18,498 | $6,370+190.4% | $5,525+234.8% | $5,851+216.2% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |