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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,194 | $107,363-74.7% | $92,909-70.7% | $152,897-82.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 20.60% | 145.63%-125.0pp | 109.44%-88.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,169 | $4,222-48.6% | $3,653-40.6% | $4,764-54.5% |
| Participant deferral / active EE | $4,455 | $4,848-8.1% | $4,238+5.1% | $5,851-23.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |