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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,977 | $154,228-61.1% | $145,433-58.8% | $137,256-56.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.73% | 74.59%-53.9pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,946 | $4,804-17.9% | $4,554-13.4% | $4,156-5.1% |
| Participant deferral / active EE | $5,396 | $8,216-34.3% | $7,897-31.7% | $6,407-15.8% |
| Admin fee / account holder | $62 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |