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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,530 | $174,379-88.2% | $152,093-86.5% | $138,895-85.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.51% | 74.86%-52.3pp | 66.36%-43.8pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,977 | $4,652-57.5% | $4,175-52.6% | $4,194-52.9% |
| Participant deferral / active EE | $4,333 | $6,159-29.7% | $5,451-20.5% | $6,396-32.3% |
| Admin fee / account holder | $26 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |