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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,369 | $154,228-81.6% | $145,433-80.5% | $137,256-79.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.13% | 74.59%-53.5pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,906 | $4,804+2.1% | $4,554+7.7% | $4,156+18.0% |
| Participant deferral / active EE | $5,349 | $8,216-34.9% | $7,897-32.3% | $6,407-16.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |