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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,752 | $125,193-68.2% | $105,591-62.4% | $145,978-72.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.90% | 225.53%-208.6pp | 116.43%-99.5pp | 550.52%-533.6pp |
| Employer contribution / active EE | $4,572 | $3,718+23.0% | $3,166+44.4% | $4,662-1.9% |
| Participant deferral / active EE | $9,817 | $5,708+72.0% | $5,008+96.0% | $6,690+46.8% |
| Admin fee / account holder | $55 | $17,277-99.7% | $11,024-99.5% | $13,400-99.6% |