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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,392 | $108,911-72.1% | $100,392-69.7% | $145,884-79.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 83.32% | 58.23%+25.1pp | 49.45%+33.9pp | 551.85%-468.5pp |
| Employer contribution / active EE | $4,755 | $4,420+7.6% | $3,941+20.6% | $4,662+2.0% |
| Participant deferral / active EE | $19,771 | $8,459+133.7% | $8,090+144.4% | $6,690+195.5% |
| Admin fee / account holder | $36 | $9,698-99.6% | $7,904-99.5% | $13,392-99.7% |