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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,110 | $181,062-86.1% | $158,223-84.1% | $155,188-83.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.91% | 57.39%-46.5pp | 52.09%-41.2pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,438 | $4,565-68.5% | $4,109-65.0% | $4,248-66.1% |
| Participant deferral / active EE | $7,143 | $6,134+16.4% | $5,467+30.6% | $6,531+9.4% |
| Admin fee / account holder | $49 | $18,825-99.7% | $16,047-99.7% | $14,480-99.7% |