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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,464 | $165,361-79.8% | $149,715-77.6% | $158,950-78.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.96% | 348.24%-329.3pp | 276.66%-257.7pp | 302.91%-283.9pp |
| Employer contribution / active EE | $7,938 | $5,103+55.5% | $4,645+70.9% | $4,762+66.7% |
| Participant deferral / active EE | $5,335 | $7,182-25.7% | $6,842-22.0% | $5,983-10.8% |
| Admin fee / account holder | $22 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |