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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,134 | $211,224-80.1% | $178,505-76.4% | $145,897-71.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.37% | 30.28%-12.9pp | 27.16%-9.8pp | 552.29%-534.9pp |
| Employer contribution / active EE | $17,850 | $4,577+290.0% | $3,955+351.3% | $4,663+282.8% |
| Participant deferral / active EE | $11,130 | $6,966+59.8% | $6,280+77.2% | $6,689+66.4% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |