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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,760 | $162,136-70.5% | $152,301-68.6% | $154,746-69.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.17% | 91.02%-64.9pp | 80.50%-54.3pp | 172.34%-146.2pp |
| Employer contribution / active EE | $6,708 | $4,890+37.2% | $4,624+45.0% | $4,379+53.2% |
| Participant deferral / active EE | $10,970 | $8,341+31.5% | $8,004+37.1% | $6,730+63.0% |
| Admin fee / account holder | $75 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |