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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,717 | $154,228-57.4% | $145,433-54.8% | $137,256-52.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.54% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,663 | $4,804-2.9% | $4,554+2.4% | $4,156+12.2% |
| Participant deferral / active EE | $13,233 | $8,216+61.1% | $7,897+67.6% | $6,407+106.5% |
| Admin fee / account holder | $254 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |