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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,118 | $154,228-59.7% | $145,433-57.3% | $137,256-54.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.39% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,433 | $4,804-7.7% | $4,554-2.7% | $4,156+6.7% |
| Participant deferral / active EE | $7,792 | $8,216-5.2% | $7,897-1.3% | $6,407+21.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |