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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,166 | $148,623-83.7% | $135,974-82.2% | $139,466-82.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.65% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.0pp |
| Employer contribution / active EE | $4,308 | $5,246-17.9% | $4,859-11.3% | $4,754-9.4% |
| Participant deferral / active EE | $5,796 | $8,103-28.5% | $7,760-25.3% | $6,712-13.7% |
| Admin fee / account holder | $212 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |