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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,833 | $172,111-89.6% | $150,298-88.1% | $137,256-87.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.02% | 69.37%-42.4pp | 62.79%-35.8pp | 220.34%-193.3pp |
| Employer contribution / active EE | $1,862 | $4,636-59.8% | $4,154-55.2% | $4,156-55.2% |
| Participant deferral / active EE | $7,601 | $6,166+23.3% | $5,453+39.4% | $6,407+18.6% |
| Admin fee / account holder | $49 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |