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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,183 | $97,125-90.5% | $86,233-89.4% | $137,256-93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 29.53% | 74.19%-44.7pp | 61.39%-31.9pp | 220.34%-190.8pp |
| Employer contribution / active EE | $2,548 | $2,841-10.3% | $2,504+1.8% | $4,156-38.7% |
| Participant deferral / active EE | $4,946 | $5,180-4.5% | $4,559+8.5% | $6,407-22.8% |
| Admin fee / account holder | $83 | $9,725-99.1% | $8,342-99.0% | $12,270-99.3% |