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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,147 | $185,905-76.8% | $170,057-74.6% | $139,487-69.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.15% | 60.56%-38.4pp | 53.42%-31.3pp | 373.84%-351.7pp |
| Employer contribution / active EE | $6,430 | $7,597-15.4% | $6,790-5.3% | $4,755+35.2% |
| Participant deferral / active EE | $12,180 | $11,627+4.8% | $10,411+17.0% | $6,713+81.5% |
| Admin fee / account holder | $42 | $15,397-99.7% | $12,826-99.7% | $11,407-99.6% |