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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,650 | $106,923-78.8% | $84,023-73.0% | $152,909-85.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.34% | 105.02%-78.7pp | 71.32%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $2,615 | $2,735-4.4% | $1,984+31.8% | $4,764-45.1% |
| Participant deferral / active EE | $4,387 | $4,013+9.3% | $3,239+35.4% | $5,851-25.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |