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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,201 | $156,398-69.2% | $147,318-67.3% | $138,895-65.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.26% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,806 | $4,853-42.2% | $4,593-38.9% | $4,194-33.1% |
| Participant deferral / active EE | $6,583 | $8,237-20.1% | $7,906-16.7% | $6,396+2.9% |
| Admin fee / account holder | $96 | $14,976-99.4% | $13,708-99.3% | $12,562-99.2% |