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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,680 | $155,833-83.5% | $124,693-79.4% | $167,536-84.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.95% | 17.98%-3.0pp | 5144.19%-5129.2pp | 478.82%-463.9pp |
| Employer contribution / active EE | $4,667 | $4,164+12.1% | $3,324+40.4% | $4,839-3.6% |
| Participant deferral / active EE | $7,789 | $5,675+37.2% | $4,615+68.8% | $6,342+22.8% |
| Admin fee / account holder | $154 | $9,534-98.4% | $7,494-97.9% | $12,315-98.7% |