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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,132 | $162,136-52.4% | $152,301-49.4% | $154,746-50.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.32% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,530 | $4,890-27.8% | $4,624-23.7% | $4,379-19.4% |
| Participant deferral / active EE | $14,677 | $8,341+76.0% | $8,004+83.4% | $6,730+118.1% |
| Admin fee / account holder | $97 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |