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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,879 | $172,111-93.1% | $150,298-92.1% | $137,256-91.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.02% | 69.37%-41.4pp | 62.79%-34.8pp | 220.34%-192.3pp |
| Employer contribution / active EE | $970 | $4,636-79.1% | $4,154-76.6% | $4,156-76.7% |
| Participant deferral / active EE | $7,286 | $6,166+18.2% | $5,453+33.6% | $6,407+13.7% |
| Admin fee / account holder | $286 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |