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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,569 | $227,399-58.0% | $189,758-49.6% | $198,609-51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.01% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $3,717 | $5,526-32.7% | $4,767-22.0% | $5,055-26.5% |
| Participant deferral / active EE | $16,317 | $6,837+138.7% | $5,856+178.6% | $6,977+133.9% |
| Admin fee / account holder | $28 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |