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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,967 | $107,941-75.0% | $91,994-70.7% | $152,909-82.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.24% | 89.28%-63.0pp | 69.04%-42.8pp | 345.46%-319.2pp |
| Employer contribution / active EE | $4,373 | $4,212+3.8% | $3,453+26.7% | $4,764-8.2% |
| Participant deferral / active EE | $17,772 | $6,366+179.2% | $5,924+200.0% | $5,851+203.7% |
| Admin fee / account holder | $107 | $10,521-99.0% | $7,744-98.6% | $11,601-99.1% |