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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,380 | $154,228-72.5% | $145,433-70.9% | $137,256-69.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.13% | 74.59%-53.5pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,916 | $4,804+2.3% | $4,554+7.9% | $4,156+18.3% |
| Participant deferral / active EE | $5,116 | $8,216-37.7% | $7,897-35.2% | $6,407-20.1% |
| Admin fee / account holder | $81 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |