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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,772 | $197,637-61.2% | $177,848-56.8% | $158,982-51.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.94% | 58.77%-47.8pp | 48.33%-37.4pp | 302.99%-292.0pp |
| Employer contribution / active EE | $2,700 | $6,698-59.7% | $5,919-54.4% | $4,763-43.3% |
| Participant deferral / active EE | $10,213 | $8,405+21.5% | $7,714+32.4% | $5,983+70.7% |
| Admin fee / account holder | $17 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |