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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,730 | $90,486-70.5% | $78,676-66.0% | $273,972-90.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.01% | 75.62%-61.6pp | 62.19%-48.2pp | 41.46%-27.4pp |
| Employer contribution / active EE | $10,640 | $3,175+235.1% | $2,850+273.3% | $4,869+118.5% |
| Participant deferral / active EE | $7,888 | $3,901+102.2% | $3,517+124.3% | $5,287+49.2% |
| Admin fee / account holder | $263 | $5,263-95.0% | $4,510-94.2% | $10,133-97.4% |