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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,783 | $162,136-71.8% | $152,301-69.9% | $154,746-70.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.86% | 91.02%-68.2pp | 80.50%-57.6pp | 172.34%-149.5pp |
| Employer contribution / active EE | $2,800 | $4,890-42.8% | $4,624-39.5% | $4,379-36.1% |
| Participant deferral / active EE | $4,577 | $8,341-45.1% | $8,004-42.8% | $6,730-32.0% |
| Admin fee / account holder | $86 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |