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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,985 | $155,555-72.4% | $146,866-70.7% | $155,188-72.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.43% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,929 | $4,647-58.5% | $4,425-56.4% | $4,248-54.6% |
| Participant deferral / active EE | $8,082 | $8,044+0.5% | $7,759+4.2% | $6,531+23.7% |
| Admin fee / account holder | $63 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |