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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,417 | $172,111-70.7% | $150,298-66.5% | $137,256-63.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.41% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,470 | $4,636-3.6% | $4,154+7.6% | $4,156+7.6% |
| Participant deferral / active EE | $16,119 | $6,166+161.4% | $5,453+195.6% | $6,407+151.6% |
| Admin fee / account holder | $62 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |