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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,086 | $154,228-64.9% | $145,433-62.8% | $137,256-60.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.29% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,290 | $4,804-52.3% | $4,554-49.7% | $4,156-44.9% |
| Participant deferral / active EE | $3,223 | $8,216-60.8% | $7,897-59.2% | $6,407-49.7% |
| Admin fee / account holder | $191 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |