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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,623 | $211,239-89.8% | $178,528-87.9% | $145,877-85.2% |
| Participation rate | 95.5% | 80.8%+14.7pp | 77.1%+18.4pp | 80.3%+15.2pp |
| Annual return | 30.07% | 30.22%-0.2pp | 27.11%+3.0pp | 551.28%-521.2pp |
| Employer contribution / active EE | $10,592 | $4,570+131.8% | $3,950+168.1% | $4,663+127.1% |
| Participant deferral / active EE | $4,215 | $6,963-39.5% | $6,278-32.9% | $6,691-37.0% |
| Admin fee / account holder | $2 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |