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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,622 | $111,535-84.2% | $105,223-83.3% | $137,256-87.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 224.99% | 237.85%-12.9pp | 180.65%+44.3pp | 220.34%+4.6pp |
| Employer contribution / active EE | $915 | $3,939-76.8% | $3,689-75.2% | $4,156-78.0% |
| Participant deferral / active EE | $4,666 | $5,500-15.2% | $5,072-8.0% | $6,407-27.2% |
| Admin fee / account holder | $96 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |