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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,326 | $99,053-67.4% | $88,179-63.3% | $138,895-76.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.57% | 78.17%-56.6pp | 64.97%-43.4pp | 145.39%-123.8pp |
| Employer contribution / active EE | $3,173 | $2,882+10.1% | $2,549+24.5% | $4,194-24.4% |
| Participant deferral / active EE | $4,896 | $5,225-6.3% | $4,614+6.1% | $6,396-23.5% |
| Admin fee / account holder | $70 | $8,748-99.2% | $7,673-99.1% | $12,562-99.4% |