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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,430 | $148,582-88.3% | $135,942-87.2% | $139,456-87.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.87% | 79.26%-53.4pp | 68.28%-42.4pp | 373.45%-347.6pp |
| Employer contribution / active EE | $4,714 | $5,245-10.1% | $4,858-3.0% | $4,753-0.8% |
| Participant deferral / active EE | $2,828 | $8,101-65.1% | $7,759-63.6% | $6,711-57.9% |
| Admin fee / account holder | $20 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |