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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,250 | $69,274-59.2% | $64,097-55.9% | $139,487-79.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.32% | 46.00%-15.7pp | 33.75%-3.4pp | 373.84%-343.5pp |
| Employer contribution / active EE | $4,507 | $3,187+41.4% | $2,750+63.9% | $4,755-5.2% |
| Participant deferral / active EE | $8,642 | $4,685+84.5% | $3,881+122.7% | $6,713+28.7% |
| Admin fee / account holder | $160 | $4,247-96.2% | $3,070-94.8% | $11,407-98.6% |