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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,047 | $156,398-68.6% | $147,318-66.7% | $138,895-64.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.75% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,549 | $4,853-47.5% | $4,593-44.5% | $4,194-39.2% |
| Participant deferral / active EE | $3,381 | $8,237-59.0% | $7,906-57.2% | $6,396-47.1% |
| Admin fee / account holder | $46 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |