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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,949 | $225,673-88.9% | $203,872-87.8% | $155,188-83.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.58% | 95.91%-79.3pp | 85.11%-68.5pp | 148.84%-132.3pp |
| Employer contribution / active EE | $4,666 | $4,099+13.9% | $3,757+24.2% | $4,248+9.9% |
| Participant deferral / active EE | $8,726 | $6,893+26.6% | $6,388+36.6% | $6,531+33.6% |
| Admin fee / account holder | $109 | $12,327-99.1% | $11,730-99.1% | $14,480-99.2% |