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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,664 | $108,897-83.8% | $100,378-82.4% | $145,877-87.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 32.79% | 58.17%-25.4pp | 49.41%-16.6pp | 551.28%-518.5pp |
| Employer contribution / active EE | $3,571 | $4,420-19.2% | $3,942-9.4% | $4,663-23.4% |
| Participant deferral / active EE | $9,651 | $8,455+14.1% | $8,087+19.3% | $6,691+44.2% |
| Admin fee / account holder | $16 | $9,690-99.8% | $7,899-99.8% | $13,402-99.9% |