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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,483 | $178,174-84.6% | $156,181-82.4% | $137,256-80.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.86% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,803 | $4,972-43.6% | $4,294-34.7% | $4,156-32.6% |
| Participant deferral / active EE | $5,875 | $6,888-14.7% | $6,132-4.2% | $6,407-8.3% |
| Admin fee / account holder | $200 | $17,404-98.9% | $14,586-98.6% | $12,270-98.4% |