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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,993 | $211,239-91.5% | $178,528-89.9% | $145,877-87.7% |
| Participation rate | 86.7% | 80.8%+5.9pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 0.00% | 30.22%-30.2pp | 27.11%-27.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $8,463 | $4,570+85.2% | $3,950+114.2% | $4,663+81.5% |
| Participant deferral / active EE | $8,454 | $6,963+21.4% | $6,278+34.7% | $6,691+26.4% |
| Admin fee / account holder | $15 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |