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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,323 | $172,111-77.2% | $150,298-73.8% | $137,256-71.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.63% | 69.37%-45.7pp | 62.79%-39.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $7,908 | $4,636+70.6% | $4,154+90.4% | $4,156+90.3% |
| Participant deferral / active EE | $8,028 | $6,166+30.2% | $5,453+47.2% | $6,407+25.3% |
| Admin fee / account holder | $77 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |