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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,268 | $107,353-74.6% | $92,903-70.6% | $152,885-82.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.23% | 145.62%-127.4pp | 109.43%-91.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $3,975 | $4,222-5.8% | $3,653+8.8% | $4,763-16.5% |
| Participant deferral / active EE | $4,154 | $4,848-14.3% | $4,238-2.0% | $5,851-29.0% |
| Admin fee / account holder | $3 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |