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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,004 | $154,228-65.6% | $145,433-63.6% | $137,256-61.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.22% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,421 | $4,804-49.6% | $4,554-46.8% | $4,156-41.7% |
| Participant deferral / active EE | $7,996 | $8,216-2.7% | $7,897+1.3% | $6,407+24.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |