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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,998 | $181,062-82.9% | $158,223-80.4% | $155,188-80.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.88% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,353 | $4,565-70.4% | $4,109-67.1% | $4,248-68.2% |
| Participant deferral / active EE | $5,757 | $6,134-6.2% | $5,467+5.3% | $6,531-11.9% |
| Admin fee / account holder | $40 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |