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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,408 | $102,696-83.0% | $86,235-79.8% | $139,487-87.5% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 30.86% | 1925.91%-1895.0pp | 1170.03%-1139.2pp | 373.84%-343.0pp |
| Employer contribution / active EE | $3,192 | $3,034+5.2% | $2,381+34.1% | $4,755-32.9% |
| Participant deferral / active EE | $5,543 | $4,679+18.5% | $3,987+39.0% | $6,713-17.4% |
| Admin fee / account holder | $68 | $8,667-99.2% | $6,856-99.0% | $11,407-99.4% |