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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,041 | $165,361-81.2% | $149,715-79.3% | $158,950-80.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.16% | 348.24%-313.1pp | 276.66%-241.5pp | 302.91%-267.7pp |
| Employer contribution / active EE | $2,100 | $5,103-58.9% | $4,645-54.8% | $4,762-55.9% |
| Participant deferral / active EE | $10,480 | $7,182+45.9% | $6,842+53.2% | $5,983+75.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |