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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,271 | $175,257-87.3% | $149,717-85.1% | $139,456-84.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.64% | 166.70%-142.1pp | 134.41%-109.8pp | 373.45%-348.8pp |
| Employer contribution / active EE | $1,452 | $5,477-73.5% | $4,820-69.9% | $4,753-69.4% |
| Participant deferral / active EE | $8,034 | $6,521+23.2% | $5,682+41.4% | $6,711+19.7% |
| Admin fee / account holder | $197 | $16,156-98.8% | $13,213-98.5% | $11,407-98.3% |