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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,289 | $183,539-80.2% | $155,556-76.7% | $145,897-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 61.31%-47.7pp | 64.84%-51.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,245 | $5,315-39.0% | $4,675-30.6% | $4,663-30.4% |
| Participant deferral / active EE | $11,750 | $6,467+81.7% | $5,631+108.7% | $6,689+75.7% |
| Admin fee / account holder | $205 | $19,275-98.9% | $15,885-98.7% | $13,390-98.5% |