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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,748 | $162,136-56.4% | $152,301-53.5% | $154,746-54.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.69% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,687 | $4,890-24.6% | $4,624-20.3% | $4,379-15.8% |
| Participant deferral / active EE | $12,770 | $8,341+53.1% | $8,004+59.6% | $6,730+89.7% |
| Admin fee / account holder | $78 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |