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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,710 | $148,623-43.7% | $135,974-38.4% | $139,466-40.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.50% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,642 | $5,246-49.6% | $4,859-45.6% | $4,754-44.4% |
| Participant deferral / active EE | $5,659 | $8,103-30.2% | $7,760-27.1% | $6,712-15.7% |
| Admin fee / account holder | $220 | $12,406-98.2% | $10,767-98.0% | $11,409-98.1% |