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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,445 | $223,823-66.7% | $211,142-64.7% | $154,746-51.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.21% | 50.39%-34.2pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,992 | $6,787-70.6% | $6,442-69.1% | $4,379-54.5% |
| Participant deferral / active EE | $5,911 | $9,750-39.4% | $9,284-36.3% | $6,730-12.2% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |