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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,157 | $166,242-78.9% | $165,071-78.7% | $145,884-75.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.69% | 100.44%-83.8pp | 70.17%-53.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,680 | $5,283-30.3% | $4,347-15.4% | $4,662-21.1% |
| Participant deferral / active EE | $8,242 | $6,964+18.4% | $6,035+36.6% | $6,690+23.2% |
| Admin fee / account holder | $200 | $16,658-98.8% | $12,695-98.4% | $13,392-98.5% |