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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,417 | $174,379-71.1% | $152,093-66.9% | $138,895-63.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.41% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $4,470 | $4,652-3.9% | $4,175+7.1% | $4,194+6.6% |
| Participant deferral / active EE | $16,119 | $6,159+161.7% | $5,451+195.7% | $6,396+152.0% |
| Admin fee / account holder | $62 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |