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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,515 | $165,381-81.5% | $149,730-79.6% | $158,966-80.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.01% | 348.29%-324.3pp | 276.70%-252.7pp | 302.95%-278.9pp |
| Employer contribution / active EE | $1,867 | $5,104-63.4% | $4,645-59.8% | $4,762-60.8% |
| Participant deferral / active EE | $3,588 | $7,182-50.0% | $6,843-47.6% | $5,983-40.0% |
| Admin fee / account holder | $98 | $10,809-99.1% | $9,310-98.9% | $11,250-99.1% |