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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,760 | $156,398-69.5% | $147,318-67.6% | $138,895-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.17% | 78.75%-52.6pp | 70.43%-44.3pp | 145.39%-119.2pp |
| Employer contribution / active EE | $6,708 | $4,853+38.2% | $4,593+46.0% | $4,194+59.9% |
| Participant deferral / active EE | $10,970 | $8,237+33.2% | $7,906+38.8% | $6,396+71.5% |
| Admin fee / account holder | $75 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |