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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,907 | $202,440-83.7% | $169,390-80.6% | $139,466-76.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.59% | 532.36%-500.8pp | 406.07%-374.5pp | 373.66%-342.1pp |
| Employer contribution / active EE | $1,604 | $4,693-65.8% | $4,013-60.0% | $4,754-66.3% |
| Participant deferral / active EE | $6,696 | $6,940-3.5% | $6,222+7.6% | $6,712-0.2% |
| Admin fee / account holder | $50 | $10,722-99.5% | $9,015-99.4% | $11,409-99.6% |