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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,265 | $142,430-83.7% | $115,170-79.8% | $152,897-84.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $9,476 | $4,011+136.3% | $3,179+198.1% | $4,764+98.9% |
| Participant deferral / active EE | $8,069 | $5,165+56.2% | $4,169+93.6% | $5,851+37.9% |
| Admin fee / account holder | $7 | $8,464-99.9% | $7,089-99.9% | $11,599-99.9% |