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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,674 | $101,618-61.0% | $93,063-57.4% | $137,256-71.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 26.08% | 223.95%-197.9pp | 34.15%-8.1pp | 220.34%-194.3pp |
| Employer contribution / active EE | $12,967 | $2,707+379.0% | $2,476+423.7% | $4,156+212.0% |
| Participant deferral / active EE | $7,515 | $4,279+75.6% | $3,958+89.9% | $6,407+17.3% |
| Admin fee / account holder | $50 | $6,198-99.2% | $6,033-99.2% | $12,270-99.6% |