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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,842 | $165,584-75.9% | $142,942-72.1% | $137,256-71.0% |
| Participation rate | 94.1% | 80.1%+14.0pp | 76.8%+17.3pp | 80.0%+14.2pp |
| Annual return | 24.28% | 164.22%-139.9pp | 113.70%-89.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $4,433 | $4,725-6.2% | $4,139+7.1% | $4,156+6.7% |
| Participant deferral / active EE | $8,729 | $8,194+6.5% | $7,128+22.5% | $6,407+36.3% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |