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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,432 | $198,457-82.7% | $170,435-79.8% | $147,586-76.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.17% | 257.30%-240.1pp | 205.94%-188.8pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,486 | $6,183-76.0% | $5,432-72.6% | $4,876-69.5% |
| Participant deferral / active EE | $2,238 | $5,629-60.2% | $4,939-54.7% | $5,439-58.8% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |