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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,597 | $108,882-52.6% | $96,754-46.7% | $154,746-66.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.78% | 98.39%-83.6pp | 82.04%-67.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $683 | $3,018-77.4% | $2,679-74.5% | $4,379-84.4% |
| Participant deferral / active EE | $1,030 | $5,323-80.7% | $4,758-78.4% | $6,730-84.7% |
| Admin fee / account holder | $39 | $10,200-99.6% | $8,905-99.6% | $14,365-99.7% |