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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,909 | $178,174-58.0% | $156,181-52.0% | $137,256-45.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.30% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,512 | $4,972-69.6% | $4,294-64.8% | $4,156-63.6% |
| Participant deferral / active EE | $11,438 | $6,888+66.1% | $6,132+86.5% | $6,407+78.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |