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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,283 | $162,136-64.7% | $152,301-62.4% | $154,746-63.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.75% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,440 | $4,890-50.1% | $4,624-47.2% | $4,379-44.3% |
| Participant deferral / active EE | $3,050 | $8,341-63.4% | $8,004-61.9% | $6,730-54.7% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |