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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,459 | $176,402-82.7% | $134,162-77.3% | $158,966-80.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.87% | 63.66%-58.8pp | 36.35%-31.5pp | 302.95%-298.1pp |
| Employer contribution / active EE | $5,719 | $5,042+13.4% | $3,705+54.4% | $4,762+20.1% |
| Participant deferral / active EE | $5,255 | $4,093+28.4% | $3,500+50.2% | $5,983-12.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |