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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,447 | $183,627-89.4% | $155,602-87.5% | $145,978-86.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 8.80% | 61.32%-52.5pp | 64.81%-56.0pp | 550.52%-541.7pp |
| Employer contribution / active EE | $13,333 | $5,316+150.8% | $4,675+185.2% | $4,662+186.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |