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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $154,228-86.7% | $145,433-85.9% | $137,256-85.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.34% | 74.59%-46.3pp | 66.58%-38.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $4,845 | $4,804+0.9% | $4,554+6.4% | $4,156+16.6% |
| Participant deferral / active EE | $4,846 | $8,216-41.0% | $7,897-38.6% | $6,407-24.4% |
| Admin fee / account holder | $14 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |