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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,278 | $108,942-73.1% | $100,415-70.8% | $145,897-79.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.46% | 58.27%-38.8pp | 49.47%-30.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $3,015 | $4,422-31.8% | $3,943-23.5% | $4,663-35.3% |
| Participant deferral / active EE | $4,306 | $8,461-49.1% | $8,091-46.8% | $6,689-35.6% |
| Admin fee / account holder | $299 | $9,702-96.9% | $7,906-96.2% | $13,390-97.8% |