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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,400 | $162,136-80.6% | $152,301-79.4% | $154,746-79.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.46% | 91.02%-68.6pp | 80.50%-58.0pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,650 | $4,890-45.8% | $4,624-42.7% | $4,379-39.5% |
| Participant deferral / active EE | $11,207 | $8,341+34.4% | $8,004+40.0% | $6,730+66.5% |
| Admin fee / account holder | $120 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |