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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,142 | $185,312-89.7% | $161,489-88.1% | $154,746-87.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.99% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $7,215 | $4,769+51.3% | $4,268+69.0% | $4,379+64.8% |
| Participant deferral / active EE | $6,200 | $6,350-2.4% | $5,630+10.1% | $6,730-7.9% |
| Admin fee / account holder | $83 | $18,654-99.6% | $16,006-99.5% | $14,365-99.4% |