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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,887 | $108,922-80.8% | $100,398-79.2% | $145,978-85.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 58.04%-38.8pp | 49.32%-30.1pp | 550.52%-531.3pp |
| Employer contribution / active EE | $2,867 | $4,426-35.2% | $3,946-27.4% | $4,662-38.5% |
| Participant deferral / active EE | $16,227 | $8,450+92.0% | $8,084+100.7% | $6,690+142.6% |
| Admin fee / account holder | $23 | $9,680-99.8% | $7,893-99.7% | $13,400-99.8% |