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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,279 | $155,555-67.7% | $146,866-65.8% | $155,188-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.40% | 115.41%-96.0pp | 102.85%-83.5pp | 148.84%-129.4pp |
| Employer contribution / active EE | $10,232 | $4,647+120.2% | $4,425+131.2% | $4,248+140.9% |
| Participant deferral / active EE | $16,564 | $8,044+105.9% | $7,759+113.5% | $6,531+153.6% |
| Admin fee / account holder | $99 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |