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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,629 | $172,111-63.0% | $150,298-57.7% | $137,256-53.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.65% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,040 | $4,636-77.6% | $4,154-75.0% | $4,156-75.0% |
| Participant deferral / active EE | $2,758 | $6,166-55.3% | $5,453-49.4% | $6,407-57.0% |
| Admin fee / account holder | $34 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |