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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,599 | $105,929-83.4% | $81,716-78.5% | $158,966-88.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 33.32% | 38.19%-4.9pp | 29.49%+3.8pp | 302.95%-269.6pp |
| Employer contribution / active EE | $2,663 | $7,802-65.9% | $4,310-38.2% | $4,762-44.1% |
| Participant deferral / active EE | $6,419 | $13,007-50.6% | $7,108-9.7% | $5,983+7.3% |
| Admin fee / account holder | $182 | $8,492-97.9% | $5,159-96.5% | $11,250-98.4% |