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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,681 | $154,228-79.5% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $5,200 | $4,804+8.2% | $4,554+14.2% | $4,156+25.1% |
| Participant deferral / active EE | $25,500 | $8,216+210.4% | $7,897+222.9% | $6,407+298.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |