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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,439 | $157,304-85.7% | $141,197-84.1% | $152,909-85.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 33.90% | 64.34%-30.4pp | 71.41%-37.5pp | 345.46%-311.6pp |
| Employer contribution / active EE | $2,474 | $5,263-53.0% | $4,736-47.8% | $4,764-48.1% |
| Participant deferral / active EE | $7,339 | $7,111+3.2% | $6,710+9.4% | $5,851+25.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |