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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,166 | $174,379-56.3% | $152,093-49.9% | $138,895-45.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.44% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $53,154 | $4,652+1042.6% | $4,175+1173.2% | $4,194+1167.3% |
| Participant deferral / active EE | $22,708 | $6,159+268.7% | $5,451+316.6% | $6,396+255.0% |
| Admin fee / account holder | $16 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |