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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,790 | $112,131-66.3% | $95,964-60.6% | $158,982-76.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.53% | 171.19%-153.7pp | 91.64%-74.1pp | 302.99%-285.5pp |
| Employer contribution / active EE | $6,074 | $3,199+89.9% | $2,541+139.0% | $4,763+27.5% |
| Participant deferral / active EE | $14,560 | $4,784+204.3% | $4,167+249.4% | $5,983+143.3% |
| Admin fee / account holder | $9 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |