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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,713 | $155,555-80.9% | $146,866-79.8% | $155,188-80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 56.56% | 115.41%-58.9pp | 102.85%-46.3pp | 148.84%-92.3pp |
| Employer contribution / active EE | $3,307 | $4,647-28.8% | $4,425-25.3% | $4,248-22.2% |
| Participant deferral / active EE | $10,987 | $8,044+36.6% | $7,759+41.6% | $6,531+68.2% |
| Admin fee / account holder | $55 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |