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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,561 | $156,398-85.6% | $147,318-84.7% | $138,895-83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 58.79% | 78.75%-20.0pp | 70.43%-11.6pp | 145.39%-86.6pp |
| Employer contribution / active EE | $2,982 | $4,853-38.5% | $4,593-35.1% | $4,194-28.9% |
| Participant deferral / active EE | $6,312 | $8,237-23.4% | $7,906-20.2% | $6,396-1.3% |
| Admin fee / account holder | $179 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |