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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,427 | $209,425-84.0% | $178,499-81.3% | $158,966-79.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.13% | 188.80%-161.7pp | 151.10%-124.0pp | 302.95%-275.8pp |
| Employer contribution / active EE | $4,393 | $5,707-23.0% | $5,011-12.3% | $4,762-7.8% |
| Participant deferral / active EE | $7,060 | $5,955+18.6% | $5,202+35.7% | $5,983+18.0% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |