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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,123 | $102,422-64.7% | $147,117-75.4% | $80,959-55.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.83% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $4,455 | $3,717+19.8% | $4,932-9.7% | $2,757+61.6% |
| Participant deferral / active EE | $8,802 | $6,652+32.3% | $8,065+9.1% | $4,300+104.7% |
| Admin fee / account holder | $40 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |