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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,635 | $148,629-68.6% | $135,982-65.7% | $139,487-66.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.36% | 79.33%-58.0pp | 68.32%-47.0pp | 373.84%-352.5pp |
| Employer contribution / active EE | $3,648 | $5,247-30.5% | $4,859-24.9% | $4,755-23.3% |
| Participant deferral / active EE | $5,802 | $8,102-28.4% | $7,760-25.2% | $6,713-13.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |