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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,567 | $174,379-87.1% | $152,093-85.2% | $138,895-83.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 32.04% | 74.86%-42.8pp | 66.36%-34.3pp | 145.39%-113.4pp |
| Employer contribution / active EE | $1,348 | $4,652-71.0% | $4,175-67.7% | $4,194-67.9% |
| Participant deferral / active EE | $5,673 | $6,159-7.9% | $5,451+4.1% | $6,396-11.3% |
| Admin fee / account holder | $133 | $16,880-99.2% | $14,497-99.1% | $12,562-98.9% |