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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,384 | $165,399-85.9% | $149,745-84.4% | $158,982-85.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.67% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,815 | $5,105-44.9% | $4,646-39.4% | $4,763-40.9% |
| Participant deferral / active EE | $4,931 | $7,183-31.4% | $6,843-27.9% | $5,983-17.6% |
| Admin fee / account holder | $98 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |