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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,507 | $172,111-78.2% | $150,298-75.0% | $137,256-72.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.50% | 69.37%-39.9pp | 62.79%-33.3pp | 220.34%-190.8pp |
| Employer contribution / active EE | $11,604 | $4,636+150.3% | $4,154+179.3% | $4,156+179.2% |
| Participant deferral / active EE | $8,889 | $6,166+44.2% | $5,453+63.0% | $6,407+38.7% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |