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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,863 | $181,062-84.6% | $158,223-82.4% | $155,188-82.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.96% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $3,930 | $4,565-13.9% | $4,109-4.4% | $4,248-7.5% |
| Participant deferral / active EE | $9,868 | $6,134+60.9% | $5,467+80.5% | $6,531+51.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |