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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $155,555-86.8% | $146,866-86.0% | $155,188-86.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 28.34% | 115.41%-87.1pp | 102.85%-74.5pp | 148.84%-120.5pp |
| Employer contribution / active EE | $4,845 | $4,647+4.3% | $4,425+9.5% | $4,248+14.1% |
| Participant deferral / active EE | $4,846 | $8,044-39.8% | $7,759-37.5% | $6,531-25.8% |
| Admin fee / account holder | $14 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |