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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,374 | $183,516-85.1% | $155,534-82.4% | $145,884-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.95% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,948 | $5,315-44.5% | $4,675-36.9% | $4,662-36.8% |
| Participant deferral / active EE | $2,346 | $6,467-63.7% | $5,630-58.3% | $6,690-64.9% |
| Admin fee / account holder | $267 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |