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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,473 | $107,363-83.7% | $92,909-81.2% | $152,897-88.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.71% | 145.63%-116.9pp | 109.44%-80.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $9,751 | $4,222+131.0% | $3,653+166.9% | $4,764+104.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $26 | $7,082-99.6% | $5,795-99.5% | $11,599-99.8% |