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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,421 | $154,228-69.3% | $145,433-67.4% | $137,256-65.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.42% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,548 | $4,804-67.8% | $4,554-66.0% | $4,156-62.8% |
| Participant deferral / active EE | $7,488 | $8,216-8.9% | $7,897-5.2% | $6,407+16.9% |
| Admin fee / account holder | $106 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |