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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,576 | $156,398-68.9% | $147,318-67.0% | $138,895-65.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.94% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,415 | $4,853-50.2% | $4,593-47.4% | $4,194-42.4% |
| Participant deferral / active EE | $12,285 | $8,237+49.1% | $7,906+55.4% | $6,396+92.1% |
| Admin fee / account holder | $66 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |