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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,332 | $108,882-57.4% | $96,754-52.1% | $154,746-70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.59% | 98.39%-83.8pp | 82.04%-67.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,101 | $3,018-30.4% | $2,679-21.6% | $4,379-52.0% |
| Participant deferral / active EE | $4,312 | $5,323-19.0% | $4,758-9.4% | $6,730-35.9% |
| Admin fee / account holder | $8 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |