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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,018 | $154,228-46.8% | $145,433-43.6% | $137,256-40.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.47% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,934 | $4,804-18.1% | $4,554-13.6% | $4,156-5.3% |
| Participant deferral / active EE | $14,938 | $8,216+81.8% | $7,897+89.2% | $6,407+133.2% |
| Admin fee / account holder | $170 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |