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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,453 | $174,379-76.2% | $152,093-72.7% | $138,895-70.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.60% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,348 | $4,652-49.5% | $4,175-43.8% | $4,194-44.0% |
| Participant deferral / active EE | $2,348 | $6,159-61.9% | $5,451-56.9% | $6,396-63.3% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |