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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,839 | $160,028-87.0% | $147,080-85.8% | $145,884-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 98.60%-83.7pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,471 | $5,286-53.3% | $4,933-49.9% | $4,662-47.0% |
| Participant deferral / active EE | $6,558 | $8,422-22.1% | $8,066-18.7% | $6,690-2.0% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |