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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,924 | $166,089-70.5% | $164,928-70.3% | $145,978-66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.22% | 100.26%-85.0pp | 70.08%-54.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $9,263 | $5,276+75.6% | $4,343+113.3% | $4,662+98.7% |
| Participant deferral / active EE | $16,805 | $6,961+141.4% | $6,034+178.5% | $6,690+151.2% |
| Admin fee / account holder | $137 | $16,641-99.2% | $12,684-98.9% | $13,400-99.0% |