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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,742 | $114,119-56.4% | $107,187-53.6% | $138,895-64.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.77% | 273.21%-253.4pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $4,290 | $4,059+5.7% | $3,782+13.4% | $4,194+2.3% |
| Participant deferral / active EE | $10,600 | $5,538+91.4% | $5,096+108.0% | $6,396+65.7% |
| Admin fee / account holder | $46 | $10,024-99.5% | $9,162-99.5% | $12,562-99.6% |