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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,488 | $77,419-76.1% | $69,461-73.4% | $152,885-87.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 40.76% | 39.07%+1.7pp | 28.97%+11.8pp | 345.39%-304.6pp |
| Employer contribution / active EE | $3,513 | $3,315+6.0% | $2,779+26.4% | $4,763-26.2% |
| Participant deferral / active EE | $8,914 | $4,414+102.0% | $3,536+152.1% | $5,851+52.4% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |