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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,593 | $157,296-81.2% | $141,191-79.0% | $152,897-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.09% | 64.34%-32.2pp | 71.41%-39.3pp | 345.43%-313.3pp |
| Employer contribution / active EE | $5,610 | $5,262+6.6% | $4,736+18.5% | $4,764+17.8% |
| Participant deferral / active EE | $8,783 | $7,111+23.5% | $6,710+30.9% | $5,851+50.1% |
| Admin fee / account holder | $85 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |