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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,845 | $165,381-75.9% | $149,730-73.4% | $158,966-74.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.54% | 348.29%-328.8pp | 276.70%-257.2pp | 302.95%-283.4pp |
| Employer contribution / active EE | $3,727 | $5,104-27.0% | $4,645-19.8% | $4,762-21.7% |
| Participant deferral / active EE | $10,981 | $7,182+52.9% | $6,843+60.5% | $5,983+83.5% |
| Admin fee / account holder | $14 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |