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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,955 | $175,231-83.5% | $149,696-80.7% | $139,466-79.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.59% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $5,871 | $5,478+7.2% | $4,821+21.8% | $4,754+23.5% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $217 | $16,155-98.7% | $13,212-98.4% | $11,409-98.1% |