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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,141 | $165,584-86.0% | $142,942-83.8% | $137,256-83.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 17.37% | 164.22%-146.9pp | 113.70%-96.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,747 | $4,725-63.0% | $4,139-57.8% | $4,156-58.0% |
| Participant deferral / active EE | $6,801 | $8,194-17.0% | $7,128-4.6% | $6,407+6.1% |
| Admin fee / account holder | $190 | $16,167-98.8% | $12,475-98.5% | $12,270-98.5% |