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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,932 | $208,088-90.4% | $186,193-89.3% | $154,746-87.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 26.56% | 89.97%-63.4pp | 78.03%-51.5pp | 172.34%-145.8pp |
| Employer contribution / active EE | $2,245 | $4,340-48.3% | $3,918-42.7% | $4,379-48.7% |
| Participant deferral / active EE | $3,367 | $7,078-52.4% | $6,513-48.3% | $6,730-50.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |