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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,267 | $100,970-77.0% | $96,576-75.9% | $137,256-83.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 58.60% | 38.16%+20.4pp | 38.47%+20.1pp | 220.34%-161.7pp |
| Employer contribution / active EE | $2,226 | $3,809-41.6% | $3,553-37.3% | $4,156-46.4% |
| Participant deferral / active EE | $3,007 | $8,286-63.7% | $7,956-62.2% | $6,407-53.1% |
| Admin fee / account holder | $19 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |