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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,607 | $81,664-72.3% | $70,476-67.9% | $158,966-85.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.42% | 208.59%-195.2pp | 109.12%-95.7pp | 302.95%-289.5pp |
| Employer contribution / active EE | $4,437 | $3,219+37.8% | $2,738+62.1% | $4,762-6.8% |
| Participant deferral / active EE | $2,639 | $4,556-42.1% | $3,710-28.9% | $5,983-55.9% |
| Admin fee / account holder | $27 | $6,197-99.6% | $3,847-99.3% | $11,250-99.8% |