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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,500 | $185,312-65.7% | $161,489-60.7% | $154,746-59.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.07% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $4,679 | $4,769-1.9% | $4,268+9.6% | $4,379+6.8% |
| Participant deferral / active EE | $7,179 | $6,350+13.1% | $5,630+27.5% | $6,730+6.7% |
| Admin fee / account holder | $130 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |