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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,755 | $183,516-86.0% | $155,534-83.4% | $145,884-82.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $4,978 | $5,315-6.3% | $4,675+6.5% | $4,662+6.8% |
| Participant deferral / active EE | $2,515 | $6,467-61.1% | $5,630-55.3% | $6,690-62.4% |
| Admin fee / account holder | $21 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |