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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,473 | $172,111-85.8% | $150,298-83.7% | $137,256-82.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.06% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,895 | $4,636-16.0% | $4,154-6.2% | $4,156-6.3% |
| Participant deferral / active EE | $11,979 | $6,166+94.3% | $5,453+119.7% | $6,407+87.0% |
| Admin fee / account holder | $72 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |