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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,909 | $157,296-72.1% | $141,191-68.9% | $152,897-71.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.07% | 64.34%-42.3pp | 71.41%-49.3pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,626 | $5,262-50.1% | $4,736-44.5% | $4,764-44.9% |
| Participant deferral / active EE | $4,789 | $7,111-32.7% | $6,710-28.6% | $5,851-18.2% |
| Admin fee / account holder | $227 | $12,125-98.1% | $10,264-97.8% | $11,599-98.0% |