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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,443 | $148,582-71.4% | $135,942-68.8% | $139,456-69.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.80% | 79.26%-57.5pp | 68.28%-46.5pp | 373.45%-351.7pp |
| Employer contribution / active EE | $3,544 | $5,245-32.4% | $4,858-27.0% | $4,753-25.4% |
| Participant deferral / active EE | $7,301 | $8,101-9.9% | $7,759-5.9% | $6,711+8.8% |
| Admin fee / account holder | $52 | $12,402-99.6% | $10,764-99.5% | $11,407-99.5% |