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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,308 | $162,136-32.6% | $152,301-28.2% | $154,746-29.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.40% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,670 | $4,890-45.4% | $4,624-42.3% | $4,379-39.0% |
| Participant deferral / active EE | $17,248 | $8,341+106.8% | $8,004+115.5% | $6,730+156.3% |
| Admin fee / account holder | $212 | $15,759-98.7% | $14,398-98.5% | $14,365-98.5% |