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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,328 | $107,363-74.5% | $92,909-70.6% | $152,897-82.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 28.69% | 145.63%-116.9pp | 109.44%-80.8pp | 345.43%-316.7pp |
| Employer contribution / active EE | $2,412 | $4,222-42.9% | $3,653-34.0% | $4,764-49.4% |
| Participant deferral / active EE | $7,875 | $4,848+62.4% | $4,238+85.8% | $5,851+34.6% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |