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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,310 | $148,623-78.9% | $135,974-77.0% | $139,466-77.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 78.03% | 79.30%-1.3pp | 68.30%+9.7pp | 373.66%-295.6pp |
| Employer contribution / active EE | $10,058 | $5,246+91.7% | $4,859+107.0% | $4,754+111.6% |
| Participant deferral / active EE | $6,236 | $8,103-23.0% | $7,760-19.6% | $6,712-7.1% |
| Admin fee / account holder | $202 | $12,406-98.4% | $10,767-98.1% | $11,409-98.2% |