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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,728 | $148,623-71.9% | $135,974-69.3% | $139,466-70.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.36% | 79.30%-52.9pp | 68.30%-41.9pp | 373.66%-347.3pp |
| Employer contribution / active EE | $3,500 | $5,246-33.3% | $4,859-28.0% | $4,754-26.4% |
| Participant deferral / active EE | $10,000 | $8,103+23.4% | $7,760+28.9% | $6,712+49.0% |
| Admin fee / account holder | $168 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |