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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,890 | $174,379-57.1% | $152,093-50.8% | $138,895-46.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.43% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,418 | $4,652-5.0% | $4,175+5.8% | $4,194+5.3% |
| Participant deferral / active EE | $13,120 | $6,159+113.0% | $5,451+140.7% | $6,396+105.1% |
| Admin fee / account holder | $145 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |