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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,595 | $156,398-72.8% | $147,318-71.1% | $138,895-69.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.23% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $2,216 | $4,853-54.3% | $4,593-51.8% | $4,194-47.2% |
| Participant deferral / active EE | $7,553 | $8,237-8.3% | $7,906-4.5% | $6,396+18.1% |
| Admin fee / account holder | $40 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |