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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,289 | $183,627-80.2% | $155,602-76.7% | $145,978-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 61.32%-47.7pp | 64.81%-51.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,245 | $5,316-39.0% | $4,675-30.6% | $4,662-30.4% |
| Participant deferral / active EE | $11,750 | $6,466+81.7% | $5,629+108.7% | $6,690+75.6% |
| Admin fee / account holder | $205 | $19,327-98.9% | $15,923-98.7% | $13,400-98.5% |