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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,376 | $115,810-53.0% | $101,271-46.3% | $158,966-65.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.93% | 56.15%-27.2pp | 46.48%-17.6pp | 302.95%-274.0pp |
| Employer contribution / active EE | $2,969 | $4,175-28.9% | $3,660-18.9% | $4,762-37.7% |
| Participant deferral / active EE | $8,369 | $4,958+68.8% | $4,371+91.5% | $5,983+39.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |