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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,714 | $135,956-78.1% | $123,894-76.0% | $273,972-89.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.21% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $11,084 | $5,170+114.4% | $4,617+140.1% | $4,869+127.7% |
| Participant deferral / active EE | $7,517 | $6,343+18.5% | $5,984+25.6% | $5,287+42.2% |
| Admin fee / account holder | $221 | $9,817-97.7% | $8,357-97.4% | $10,133-97.8% |