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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,807 | $156,398-84.8% | $147,318-83.8% | $138,895-82.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.26% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,165 | $4,853-76.0% | $4,593-74.6% | $4,194-72.2% |
| Participant deferral / active EE | $2,599 | $8,237-68.5% | $7,906-67.1% | $6,396-59.4% |
| Admin fee / account holder | $15 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |