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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,157 | $226,105-84.9% | $182,540-81.3% | $152,897-77.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.09% | 192.58%-169.5pp | 148.58%-125.5pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,406 | $4,978-51.7% | $4,076-41.0% | $4,764-49.5% |
| Participant deferral / active EE | $10,681 | $6,370+67.7% | $5,525+93.3% | $5,851+82.6% |
| Admin fee / account holder | $20 | $10,706-99.8% | $8,593-99.8% | $11,599-99.8% |