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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,003 | $148,623-77.1% | $135,974-75.0% | $139,466-75.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.77% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $3,064 | $5,246-41.6% | $4,859-36.9% | $4,754-35.5% |
| Participant deferral / active EE | $14,887 | $8,103+83.7% | $7,760+91.8% | $6,712+121.8% |
| Admin fee / account holder | $28 | $12,406-99.8% | $10,767-99.7% | $11,409-99.8% |