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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,540 | $99,053-20.7% | $88,179-10.9% | $138,895-43.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.98% | 78.17%-62.2pp | 64.97%-49.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $5,992 | $2,882+107.9% | $2,549+135.0% | $4,194+42.9% |
| Participant deferral / active EE | $3,725 | $5,225-28.7% | $4,614-19.3% | $6,396-41.8% |
| Admin fee / account holder | $172 | $8,748-98.0% | $7,673-97.8% | $12,562-98.6% |