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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,203 | $183,592-88.5% | $155,574-86.4% | $145,877-85.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.93% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $6,091 | $5,317+14.6% | $4,676+30.3% | $4,663+30.6% |
| Participant deferral / active EE | $2,419 | $6,466-62.6% | $5,629-57.0% | $6,691-63.9% |
| Admin fee / account holder | $254 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |