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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,983 | $132,099-83.4% | $115,599-81.0% | $138,895-84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.41% | 176.76%-158.4pp | 111.10%-92.7pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,739 | $3,416-49.1% | $2,955-41.1% | $4,194-58.5% |
| Participant deferral / active EE | $1,957 | $5,617-65.2% | $4,889-60.0% | $6,396-69.4% |
| Admin fee / account holder | $39 | $15,650-99.7% | $12,841-99.7% | $12,562-99.7% |