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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,867 | $183,539-83.2% | $155,556-80.2% | $145,897-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.89% | 61.31%-39.4pp | 64.84%-42.9pp | 552.29%-530.4pp |
| Employer contribution / active EE | $8,033 | $5,315+51.1% | $4,675+71.8% | $4,663+72.3% |
| Participant deferral / active EE | $6,682 | $6,467+3.3% | $5,631+18.7% | $6,689-0.1% |
| Admin fee / account holder | $25 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |