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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,510 | $155,555-51.5% | $146,866-48.6% | $155,188-51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.84% | 115.41%-103.6pp | 102.85%-91.0pp | 148.84%-137.0pp |
| Employer contribution / active EE | $2,650 | $4,647-43.0% | $4,425-40.1% | $4,248-37.6% |
| Participant deferral / active EE | $3,313 | $8,044-58.8% | $7,759-57.3% | $6,531-49.3% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |