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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,537 | $208,088-91.6% | $186,193-90.6% | $154,746-88.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 28.35% | 89.97%-61.6pp | 78.03%-49.7pp | 172.34%-144.0pp |
| Employer contribution / active EE | $1,579 | $4,340-63.6% | $3,918-59.7% | $4,379-63.9% |
| Participant deferral / active EE | $6,146 | $7,078-13.2% | $6,513-5.6% | $6,730-8.7% |
| Admin fee / account holder | $67 | $11,698-99.4% | $11,058-99.4% | $14,365-99.5% |