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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,807 | $114,013-64.2% | $103,693-60.6% | $155,188-73.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.63% | 49.31%-28.7pp | 47.61%-27.0pp | 148.84%-128.2pp |
| Employer contribution / active EE | $2,428 | $3,131-22.4% | $2,920-16.8% | $4,248-42.8% |
| Participant deferral / active EE | $4,266 | $4,970-14.2% | $4,579-6.8% | $6,531-34.7% |
| Admin fee / account holder | $48 | $8,407-99.4% | $7,858-99.4% | $14,480-99.7% |