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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,653 | $97,125-72.6% | $86,233-69.1% | $137,256-80.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.65% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,520 | $2,841-46.5% | $2,504-39.3% | $4,156-63.4% |
| Participant deferral / active EE | $13,301 | $5,180+156.8% | $4,559+191.7% | $6,407+107.6% |
| Admin fee / account holder | $73 | $9,725-99.3% | $8,342-99.1% | $12,270-99.4% |