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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,441 | $178,174-48.1% | $156,181-40.8% | $137,256-32.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.76% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,983 | $4,972-60.1% | $4,294-53.8% | $4,156-52.3% |
| Participant deferral / active EE | $15,500 | $6,888+125.0% | $6,132+152.8% | $6,407+141.9% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |