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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,133 | $157,304-64.3% | $141,197-60.2% | $152,909-63.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.34% | 64.34%-35.0pp | 71.41%-42.1pp | 345.46%-316.1pp |
| Employer contribution / active EE | $3,550 | $5,263-32.5% | $4,736-25.0% | $4,764-25.5% |
| Participant deferral / active EE | $9,524 | $7,111+33.9% | $6,710+41.9% | $5,851+62.8% |
| Admin fee / account holder | $93 | $12,126-99.2% | $10,265-99.1% | $11,601-99.2% |