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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,105 | $107,363-54.3% | $92,909-47.1% | $152,897-67.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.52% | 145.63%-127.1pp | 109.44%-90.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $3,425 | $4,222-18.9% | $3,653-6.3% | $4,764-28.1% |
| Participant deferral / active EE | $3,478 | $4,848-28.3% | $4,238-17.9% | $5,851-40.6% |
| Admin fee / account holder | $253 | $7,082-96.4% | $5,795-95.6% | $11,599-97.8% |