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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,240 | $124,336-77.3% | $111,303-74.6% | $167,518-83.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 38.09% | 37.45%+0.6pp | 54.66%-16.6pp | 478.71%-440.6pp |
| Employer contribution / active EE | $4,162 | $3,436+21.1% | $2,731+52.4% | $4,838-14.0% |
| Participant deferral / active EE | $16,517 | $5,181+218.8% | $4,487+268.1% | $6,342+160.4% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |