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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,514 | $148,629-64.7% | $135,982-61.4% | $139,487-62.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.29% | 79.33%-67.0pp | 68.32%-56.0pp | 373.84%-361.6pp |
| Employer contribution / active EE | $2,574 | $5,247-50.9% | $4,859-47.0% | $4,755-45.9% |
| Participant deferral / active EE | $26,250 | $8,102+224.0% | $7,760+238.3% | $6,713+291.1% |
| Admin fee / account holder | $194 | $12,406-98.4% | $10,767-98.2% | $11,407-98.3% |