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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,790 | $223,823-72.8% | $211,142-71.2% | $154,746-60.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.68% | 50.39%-27.7pp | 46.84%-24.2pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,809 | $6,787-73.3% | $6,442-71.9% | $4,379-58.7% |
| Participant deferral / active EE | $15,763 | $9,750+61.7% | $9,284+69.8% | $6,730+134.2% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |