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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,798 | $78,707+3.9% | $117,861-30.6% | $70,126+16.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.61% | 23.30%-9.7pp | 335.11%-321.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $994 | $2,223-55.3% | $3,786-73.8% | $2,343-57.6% |
| Participant deferral / active EE | $4,419 | $3,297+34.0% | $4,482-1.4% | $3,332+32.6% |
| Admin fee / account holder | $220 | $5,066-95.7% | $8,021-97.3% | $4,645-95.3% |