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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,669 | $99,053-81.2% | $88,179-78.8% | $138,895-86.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 102.59% | 78.17%+24.4pp | 64.97%+37.6pp | 145.39%-42.8pp |
| Employer contribution / active EE | $1,854 | $2,882-35.7% | $2,549-27.3% | $4,194-55.8% |
| Participant deferral / active EE | $4,426 | $5,225-15.3% | $4,614-4.1% | $6,396-30.8% |
| Admin fee / account holder | $211 | $8,748-97.6% | $7,673-97.2% | $12,562-98.3% |