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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,378 | $155,555-67.6% | $146,866-65.7% | $155,188-67.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 42.41% | 115.41%-73.0pp | 102.85%-60.4pp | 148.84%-106.4pp |
| Employer contribution / active EE | $9,643 | $4,647+107.5% | $4,425+117.9% | $4,248+127.0% |
| Participant deferral / active EE | $18,467 | $8,044+129.6% | $7,759+138.0% | $6,531+182.8% |
| Admin fee / account holder | $99 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |