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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,850 | $157,829-77.3% | $136,867-73.8% | $198,609-81.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.28% | 51.25%-40.0pp | 42.97%-31.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,588 | $3,923-34.0% | $3,547-27.0% | $5,055-48.8% |
| Participant deferral / active EE | $3,619 | $5,463-33.8% | $4,924-26.5% | $6,977-48.1% |
| Admin fee / account holder | $11 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |