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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,888 | $183,592-90.3% | $155,574-88.5% | $145,877-87.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $4,481 | $5,317-15.7% | $4,676-4.2% | $4,663-3.9% |
| Participant deferral / active EE | $9,698 | $6,466+50.0% | $5,629+72.3% | $6,691+45.0% |
| Admin fee / account holder | $33 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |