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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,718 | $178,174-76.0% | $156,181-72.6% | $137,256-68.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.16% | 84.19%-64.0pp | 64.87%-44.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,719 | $4,972-65.4% | $4,294-60.0% | $4,156-58.7% |
| Participant deferral / active EE | $3,048 | $6,888-55.7% | $6,132-50.3% | $6,407-52.4% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |