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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,004 | $151,427-92.1% | $112,860-89.4% | $154,746-92.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 23.37% | 30.95%-7.6pp | 35.26%-11.9pp | 172.34%-149.0pp |
| Employer contribution / active EE | $2,053 | $2,750-25.3% | $2,206-6.9% | $4,379-53.1% |
| Participant deferral / active EE | $2,272 | $4,285-47.0% | $3,493-35.0% | $6,730-66.2% |
| Admin fee / account holder | $22 | $7,369-99.7% | $6,841-99.7% | $14,365-99.8% |