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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,707 | $212,386-87.9% | $199,883-87.1% | $138,895-81.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.23% | 47.75%-25.5pp | 43.81%-21.6pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,883 | $6,625-71.6% | $6,261-69.9% | $4,194-55.1% |
| Participant deferral / active EE | $9,817 | $9,617+2.1% | $9,138+7.4% | $6,396+53.5% |
| Admin fee / account holder | $35 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |