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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,137 | $185,312-84.8% | $161,489-82.6% | $154,746-81.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.21% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,112 | $4,769-55.7% | $4,268-50.5% | $4,379-51.8% |
| Participant deferral / active EE | $4,668 | $6,350-26.5% | $5,630-17.1% | $6,730-30.6% |
| Admin fee / account holder | $57 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |