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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,095 | $176,077-73.3% | $159,455-70.5% | $167,518-71.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.94% | 331.83%-313.9pp | 263.63%-245.7pp | 478.71%-460.8pp |
| Employer contribution / active EE | $1,791 | $5,298-66.2% | $4,830-62.9% | $4,838-63.0% |
| Participant deferral / active EE | $3,099 | $7,751-60.0% | $7,353-57.9% | $6,342-51.1% |
| Admin fee / account holder | $252 | $12,556-98.0% | $10,800-97.7% | $12,312-98.0% |