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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,737 | $115,796-69.1% | $101,264-64.7% | $158,950-77.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.63% | 56.15%-44.5pp | 46.48%-34.9pp | 302.91%-291.3pp |
| Employer contribution / active EE | $2,297 | $4,175-45.0% | $3,660-37.2% | $4,762-51.8% |
| Participant deferral / active EE | $10,898 | $4,958+119.8% | $4,370+149.4% | $5,983+82.2% |
| Admin fee / account holder | $120 | $7,247-98.3% | $5,947-98.0% | $11,248-98.9% |