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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,287 | $223,823-66.8% | $211,142-64.8% | $154,746-52.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.45% | 50.39%-38.9pp | 46.84%-35.4pp | 172.34%-160.9pp |
| Employer contribution / active EE | $3,821 | $6,787-43.7% | $6,442-40.7% | $4,379-12.7% |
| Participant deferral / active EE | $14,647 | $9,750+50.2% | $9,284+57.8% | $6,730+117.6% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |