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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,858 | $157,276-85.5% | $141,177-83.8% | $152,885-85.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 66.04% | 64.33%+1.7pp | 71.40%-5.4pp | 345.39%-279.3pp |
| Employer contribution / active EE | $5,563 | $5,262+5.7% | $4,736+17.5% | $4,763+16.8% |
| Participant deferral / active EE | $10,296 | $7,110+44.8% | $6,710+53.5% | $5,851+76.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |