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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,860 | $157,296-81.7% | $141,191-79.6% | $152,897-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.77% | 64.34%-30.6pp | 71.41%-37.6pp | 345.43%-311.7pp |
| Employer contribution / active EE | $3,531 | $5,262-32.9% | $4,736-25.4% | $4,764-25.9% |
| Participant deferral / active EE | $12,109 | $7,111+70.3% | $6,710+80.5% | $5,851+107.0% |
| Admin fee / account holder | $101 | $12,125-99.2% | $10,264-99.0% | $11,599-99.1% |