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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,886 | $112,121-62.6% | $95,960-56.4% | $158,966-73.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 30.20% | 171.16%-141.0pp | 91.63%-61.4pp | 302.95%-272.7pp |
| Employer contribution / active EE | $2,098 | $3,199-34.4% | $2,541-17.4% | $4,762-55.9% |
| Participant deferral / active EE | $6,016 | $4,784+25.8% | $4,167+44.4% | $5,983+0.6% |
| Admin fee / account holder | $222 | $10,135-97.8% | $6,797-96.7% | $11,250-98.0% |