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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,703 | $155,555-88.6% | $146,866-87.9% | $155,188-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.43% | 115.41%-94.0pp | 102.85%-81.4pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,867 | $4,647-59.8% | $4,425-57.8% | $4,248-56.0% |
| Participant deferral / active EE | $5,556 | $8,044-30.9% | $7,759-28.4% | $6,531-14.9% |
| Admin fee / account holder | $27 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |