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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,723 | $183,592-77.8% | $155,574-73.8% | $145,877-72.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,742 | $5,317-29.6% | $4,676-20.0% | $4,663-19.7% |
| Participant deferral / active EE | $7,185 | $6,466+11.1% | $5,629+27.6% | $6,691+7.4% |
| Admin fee / account holder | $240 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |