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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,395 | $150,412-66.5% | $120,574-58.2% | $145,884-65.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.17% | 154.50%-136.3pp | 107.42%-89.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $5,264 | $4,355+20.9% | $3,471+51.7% | $4,662+12.9% |
| Participant deferral / active EE | $27,000 | $6,175+337.2% | $4,996+440.4% | $6,690+303.6% |
| Admin fee / account holder | $287 | $12,224-97.7% | $9,445-97.0% | $13,392-97.9% |