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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,436 | $176,105-75.9% | $159,474-73.4% | $167,536-74.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.25% | 331.91%-316.7pp | 263.68%-248.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,604 | $5,299-69.7% | $4,831-66.8% | $4,839-66.8% |
| Participant deferral / active EE | $10,933 | $7,751+41.1% | $7,353+48.7% | $6,342+72.4% |
| Admin fee / account holder | $286 | $12,559-97.7% | $10,802-97.4% | $12,315-97.7% |