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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,518 | $97,125-86.1% | $86,233-84.3% | $137,256-90.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.31% | 74.19%-52.9pp | 61.39%-40.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,902 | $2,841-33.1% | $2,504-24.0% | $4,156-54.2% |
| Participant deferral / active EE | $2,520 | $5,180-51.4% | $4,559-44.7% | $6,407-60.7% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |