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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,381 | $124,980-82.9% | $108,359-80.3% | $154,746-86.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.18% | 45.00%-22.8pp | 36.89%-14.7pp | 172.34%-150.2pp |
| Employer contribution / active EE | $3,664 | $2,851+28.5% | $2,399+52.7% | $4,379-16.3% |
| Participant deferral / active EE | $7,007 | $4,743+47.7% | $4,137+69.4% | $6,730+4.1% |
| Admin fee / account holder | $43 | $11,502-99.6% | $9,741-99.6% | $14,365-99.7% |