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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,839 | $108,912-63.4% | $100,383-60.3% | $145,959-72.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 57.96%-44.2pp | 49.26%-35.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $4,678 | $4,423+5.8% | $3,944+18.6% | $4,661+0.4% |
| Participant deferral / active EE | $5,544 | $8,451-34.4% | $8,086-31.4% | $6,689-17.1% |
| Admin fee / account holder | $215 | $9,690-97.8% | $7,900-97.3% | $13,398-98.4% |