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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,230 | $108,882-75.0% | $96,754-71.9% | $154,746-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.32% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,843 | $3,018+27.3% | $2,679+43.4% | $4,379-12.3% |
| Participant deferral / active EE | $5,671 | $5,323+6.5% | $4,758+19.2% | $6,730-15.7% |
| Admin fee / account holder | $285 | $10,200-97.2% | $8,905-96.8% | $14,365-98.0% |