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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,092 | $156,398-61.6% | $147,318-59.2% | $138,895-56.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.51% | 78.75%-57.2pp | 70.43%-48.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $5,573 | $4,853+14.8% | $4,593+21.3% | $4,194+32.9% |
| Participant deferral / active EE | $10,227 | $8,237+24.2% | $7,906+29.4% | $6,396+59.9% |
| Admin fee / account holder | $117 | $14,976-99.2% | $13,708-99.1% | $12,562-99.1% |