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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,453 | $185,312-77.6% | $161,489-74.3% | $154,746-73.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.60% | 103.84%-92.2pp | 89.72%-78.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,348 | $4,769-50.8% | $4,268-45.0% | $4,379-46.4% |
| Participant deferral / active EE | $2,348 | $6,350-63.0% | $5,630-58.3% | $6,730-65.1% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |