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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,927 | $174,379-45.6% | $152,093-37.6% | $138,895-31.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.38% | 74.86%-51.5pp | 66.36%-43.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $2,159 | $4,652-53.6% | $4,175-48.3% | $4,194-48.5% |
| Participant deferral / active EE | $7,604 | $6,159+23.5% | $5,451+39.5% | $6,396+18.9% |
| Admin fee / account holder | $13 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |