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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,143 | $148,623-59.5% | $135,974-55.8% | $139,466-56.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.07% | 79.30%-49.2pp | 68.30%-38.2pp | 373.66%-343.6pp |
| Employer contribution / active EE | $2,666 | $5,246-49.2% | $4,859-45.1% | $4,754-43.9% |
| Participant deferral / active EE | $5,058 | $8,103-37.6% | $7,760-34.8% | $6,712-24.6% |
| Admin fee / account holder | $235 | $12,406-98.1% | $10,767-97.8% | $11,409-97.9% |