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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,392 | $108,942-72.1% | $100,415-69.7% | $145,897-79.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 83.32% | 58.27%+25.0pp | 49.47%+33.8pp | 552.29%-469.0pp |
| Employer contribution / active EE | $4,755 | $4,422+7.5% | $3,943+20.6% | $4,663+2.0% |
| Participant deferral / active EE | $19,771 | $8,461+133.7% | $8,091+144.3% | $6,689+195.6% |
| Admin fee / account holder | $36 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |