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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,779 | $172,111-53.6% | $150,298-46.9% | $137,256-41.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.32% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,454 | $4,636-25.5% | $4,154-16.8% | $4,156-16.9% |
| Participant deferral / active EE | $6,364 | $6,166+3.2% | $5,453+16.7% | $6,407-0.7% |
| Admin fee / account holder | $77 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |