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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,282 | $185,905-84.2% | $170,057-82.8% | $139,487-79.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.85% | 60.56%-46.7pp | 53.42%-39.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $3,147 | $7,597-58.6% | $6,790-53.6% | $4,755-33.8% |
| Participant deferral / active EE | $6,123 | $11,627-47.3% | $10,411-41.2% | $6,713-8.8% |
| Admin fee / account holder | $114 | $15,397-99.3% | $12,826-99.1% | $11,407-99.0% |