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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,897 | $172,111-88.4% | $150,298-86.8% | $137,256-85.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.73% | 69.37%-42.6pp | 62.79%-36.1pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,503 | $4,636-46.0% | $4,154-39.7% | $4,156-39.8% |
| Participant deferral / active EE | $3,003 | $6,166-51.3% | $5,453-44.9% | $6,407-53.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |