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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,753 | $97,125-86.9% | $86,233-85.2% | $137,256-90.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.25% | 74.19%-47.9pp | 61.39%-35.1pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,594 | $2,841-43.9% | $2,504-36.3% | $4,156-61.6% |
| Participant deferral / active EE | $3,787 | $5,180-26.9% | $4,559-16.9% | $6,407-40.9% |
| Admin fee / account holder | $11 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |