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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,442 | $148,623-88.3% | $135,974-87.2% | $139,466-87.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.30% | 79.30%-45.0pp | 68.30%-34.0pp | 373.66%-339.4pp |
| Employer contribution / active EE | $3,157 | $5,246-39.8% | $4,859-35.0% | $4,754-33.6% |
| Participant deferral / active EE | $9,997 | $8,103+23.4% | $7,760+28.8% | $6,712+48.9% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |