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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,359 | $148,629-83.6% | $135,982-82.1% | $139,487-82.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.12% | 79.33%-52.2pp | 68.32%-41.2pp | 373.84%-346.7pp |
| Employer contribution / active EE | $2,303 | $5,247-56.1% | $4,859-52.6% | $4,755-51.6% |
| Participant deferral / active EE | $9,756 | $8,102+20.4% | $7,760+25.7% | $6,713+45.3% |
| Admin fee / account holder | $186 | $12,406-98.5% | $10,767-98.3% | $11,407-98.4% |