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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,244 | $101,618-82.0% | $93,063-80.4% | $137,256-86.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.22% | 223.95%-202.7pp | 34.15%-12.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,447 | $2,707-9.6% | $2,476-1.2% | $4,156-41.1% |
| Participant deferral / active EE | $2,832 | $4,279-33.8% | $3,958-28.5% | $6,407-55.8% |
| Admin fee / account holder | $207 | $6,198-96.7% | $6,033-96.6% | $12,270-98.3% |