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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,325 | $99,053-63.3% | $88,179-58.8% | $138,895-73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 20.95% | 78.17%-57.2pp | 64.97%-44.0pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,640 | $2,882+26.3% | $2,549+42.8% | $4,194-13.2% |
| Participant deferral / active EE | $4,820 | $5,225-7.8% | $4,614+4.5% | $6,396-24.6% |
| Admin fee / account holder | $295 | $8,748-96.6% | $7,673-96.1% | $12,562-97.6% |