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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,134 | $183,516-89.0% | $155,534-87.1% | $145,884-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.71% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,875 | $5,315-64.7% | $4,675-59.9% | $4,662-59.8% |
| Participant deferral / active EE | $7,121 | $6,467+10.1% | $5,630+26.5% | $6,690+6.4% |
| Admin fee / account holder | $7 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |