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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,787 | $165,399-78.4% | $149,745-76.1% | $158,982-77.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.35% | 348.34%-324.0pp | 276.72%-252.4pp | 302.99%-278.6pp |
| Employer contribution / active EE | $2,775 | $5,105-45.6% | $4,646-40.3% | $4,763-41.7% |
| Participant deferral / active EE | $7,375 | $7,183+2.7% | $6,843+7.8% | $5,983+23.3% |
| Admin fee / account holder | $136 | $10,811-98.7% | $9,312-98.5% | $11,252-98.8% |