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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,887 | $108,897-80.8% | $100,378-79.2% | $145,877-85.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 58.17%-39.0pp | 49.41%-30.2pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,867 | $4,420-35.1% | $3,942-27.3% | $4,663-38.5% |
| Participant deferral / active EE | $16,227 | $8,455+91.9% | $8,087+100.7% | $6,691+142.5% |
| Admin fee / account holder | $23 | $9,690-99.8% | $7,899-99.7% | $13,402-99.8% |