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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,195 | $148,582-84.4% | $135,942-82.9% | $139,456-83.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.98% | 79.26%-56.3pp | 68.28%-45.3pp | 373.45%-350.5pp |
| Employer contribution / active EE | $2,234 | $5,245-57.4% | $4,858-54.0% | $4,753-53.0% |
| Participant deferral / active EE | $3,979 | $8,101-50.9% | $7,759-48.7% | $6,711-40.7% |
| Admin fee / account holder | $96 | $12,402-99.2% | $10,764-99.1% | $11,407-99.2% |