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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,767 | $183,516-84.9% | $155,534-82.1% | $145,884-81.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.94% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,265 | $5,315-76.2% | $4,675-72.9% | $4,662-72.9% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,630+116.7% | $6,690+82.4% |
| Admin fee / account holder | $151 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |