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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,566 | $100,139-47.5% | $85,187-38.3% | $145,884-64.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.26% | 84.15%-68.9pp | 66.67%-51.4pp | 551.85%-536.6pp |
| Employer contribution / active EE | $3,814 | $3,238+17.8% | $2,732+39.6% | $4,662-18.2% |
| Participant deferral / active EE | $6,357 | $5,296+20.0% | $4,525+40.5% | $6,690-5.0% |
| Admin fee / account holder | $82 | $7,262-98.9% | $6,162-98.7% | $13,392-99.4% |