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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,446 | $156,398-74.8% | $147,318-73.2% | $138,895-71.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.61% | 78.75%-49.1pp | 70.43%-40.8pp | 145.39%-115.8pp |
| Employer contribution / active EE | $8,651 | $4,853+78.2% | $4,593+88.3% | $4,194+106.2% |
| Participant deferral / active EE | $8,427 | $8,237+2.3% | $7,906+6.6% | $6,396+31.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |