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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,280 | $154,228-84.3% | $145,433-83.3% | $137,256-82.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.31% | 74.59%-48.3pp | 66.58%-40.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,678 | $4,804-44.3% | $4,554-41.2% | $4,156-35.6% |
| Participant deferral / active EE | $9,704 | $8,216+18.1% | $7,897+22.9% | $6,407+51.5% |
| Admin fee / account holder | $37 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |