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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,084 | $107,368-55.2% | $92,915-48.2% | $152,909-68.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.95% | 145.64%-121.7pp | 109.45%-85.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,008 | $4,222-76.1% | $3,653-72.4% | $4,764-78.8% |
| Participant deferral / active EE | $1,429 | $4,848-70.5% | $4,238-66.3% | $5,851-75.6% |
| Admin fee / account holder | $207 | $7,082-97.1% | $5,796-96.4% | $11,601-98.2% |