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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,612 | $185,312-65.7% | $161,489-60.6% | $154,746-58.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.91% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,911 | $4,769-59.9% | $4,268-55.2% | $4,379-56.4% |
| Participant deferral / active EE | $10,522 | $6,350+65.7% | $5,630+86.9% | $6,730+56.3% |
| Admin fee / account holder | $276 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |