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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,387 | $114,119-89.1% | $107,187-88.4% | $138,895-91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 40.86% | 273.21%-232.3pp | 204.55%-163.7pp | 145.39%-104.5pp |
| Employer contribution / active EE | $2,615 | $4,059-35.6% | $3,782-30.9% | $4,194-37.7% |
| Participant deferral / active EE | $2,871 | $5,538-48.2% | $5,096-43.7% | $6,396-55.1% |
| Admin fee / account holder | $32 | $10,024-99.7% | $9,162-99.7% | $12,562-99.7% |