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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,692 | $181,062-70.3% | $158,223-66.1% | $155,188-65.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 28.38% | 57.39%-29.0pp | 52.09%-23.7pp | 148.84%-120.5pp |
| Employer contribution / active EE | $2,817 | $4,565-38.3% | $4,109-31.4% | $4,248-33.7% |
| Participant deferral / active EE | $26,708 | $6,134+335.4% | $5,467+388.5% | $6,531+308.9% |
| Admin fee / account holder | $132 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |