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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,173 | $156,398-68.6% | $147,318-66.6% | $138,895-64.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.80% | 78.75%-54.9pp | 70.43%-46.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $8,414 | $4,853+73.4% | $4,593+83.2% | $4,194+100.6% |
| Participant deferral / active EE | $8,480 | $8,237+2.9% | $7,906+7.3% | $6,396+32.6% |
| Admin fee / account holder | $110 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |