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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,431 | $196,972-78.0% | $182,262-76.2% | $198,609-78.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.18% | 158.27%-138.1pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $3,187 | $5,364-40.6% | $5,046-36.8% | $5,055-37.0% |
| Participant deferral / active EE | $7,932 | $8,643-8.2% | $8,276-4.2% | $6,977+13.7% |
| Admin fee / account holder | $82 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |