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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,435 | $165,381-84.6% | $149,730-83.0% | $158,966-84.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.26% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $3,129 | $5,104-38.7% | $4,645-32.7% | $4,762-34.3% |
| Participant deferral / active EE | $4,324 | $7,182-39.8% | $6,843-36.8% | $5,983-27.7% |
| Admin fee / account holder | $173 | $10,809-98.4% | $9,310-98.1% | $11,250-98.5% |