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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,250 | $69,230-59.2% | $64,085-55.9% | $139,427-79.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.32% | 45.89%-15.6pp | 33.69%-3.4pp | 373.27%-342.9pp |
| Employer contribution / active EE | $4,507 | $3,182+41.6% | $2,747+64.0% | $4,752-5.2% |
| Participant deferral / active EE | $8,642 | $4,681+84.6% | $3,881+122.7% | $6,711+28.8% |
| Admin fee / account holder | $160 | $4,246-96.2% | $3,069-94.8% | $11,404-98.6% |