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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,828 | $183,627-85.9% | $155,602-83.4% | $145,978-82.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $4,692 | $5,316-11.7% | $4,675+0.4% | $4,662+0.6% |
| Participant deferral / active EE | $5,056 | $6,466-21.8% | $5,629-10.2% | $6,690-24.4% |
| Admin fee / account holder | $150 | $19,327-99.2% | $15,923-99.1% | $13,400-98.9% |