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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,278 | $183,592-76.4% | $155,574-72.2% | $145,877-70.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,535 | $5,317-52.3% | $4,676-45.8% | $4,663-45.6% |
| Participant deferral / active EE | $3,707 | $6,466-42.7% | $5,629-34.2% | $6,691-44.6% |
| Admin fee / account holder | $261 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |