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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,262 | $99,053-78.5% | $88,179-75.9% | $138,895-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.55% | 78.17%-61.6pp | 64.97%-48.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,670 | $2,882-42.1% | $2,549-34.5% | $4,194-60.2% |
| Participant deferral / active EE | $3,611 | $5,225-30.9% | $4,614-21.7% | $6,396-43.5% |
| Admin fee / account holder | $110 | $8,748-98.7% | $7,673-98.6% | $12,562-99.1% |