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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,215 | $154,228-81.7% | $145,433-80.6% | $137,256-79.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.15% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,913 | $4,804-60.2% | $4,554-58.0% | $4,156-54.0% |
| Participant deferral / active EE | $4,895 | $8,216-40.4% | $7,897-38.0% | $6,407-23.6% |
| Admin fee / account holder | $168 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |