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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,617 | $165,361-83.3% | $149,715-81.6% | $158,950-82.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.95% | 348.24%-325.3pp | 276.66%-253.7pp | 302.91%-280.0pp |
| Employer contribution / active EE | $3,155 | $5,103-38.2% | $4,645-32.1% | $4,762-33.7% |
| Participant deferral / active EE | $6,230 | $7,182-13.3% | $6,842-8.9% | $5,983+4.1% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |