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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,764 | $107,353-59.2% | $92,903-52.9% | $152,885-71.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.73% | 145.62%-123.9pp | 109.43%-87.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $2,362 | $4,222-44.1% | $3,653-35.3% | $4,763-50.4% |
| Participant deferral / active EE | $3,816 | $4,848-21.3% | $4,238-10.0% | $5,851-34.8% |
| Admin fee / account holder | $248 | $7,081-96.5% | $5,795-95.7% | $11,598-97.9% |