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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,671 | $172,111-91.5% | $150,298-90.2% | $137,256-89.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.21% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,645 | $4,636-64.5% | $4,154-60.4% | $4,156-60.4% |
| Participant deferral / active EE | $4,183 | $6,166-32.2% | $5,453-23.3% | $6,407-34.7% |
| Admin fee / account holder | $85 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |