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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,467 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 43.71% | 74.59%-30.9pp | 66.58%-22.9pp | 220.34%-176.6pp |
| Employer contribution / active EE | $2,635 | $4,804-45.1% | $4,554-42.1% | $4,156-36.6% |
| Participant deferral / active EE | $12,044 | $8,216+46.6% | $7,897+52.5% | $6,407+88.0% |
| Admin fee / account holder | $82 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |