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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,856 | $154,228-76.1% | $145,433-74.7% | $137,256-73.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.61% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,573 | $4,804-67.3% | $4,554-65.5% | $4,156-62.2% |
| Participant deferral / active EE | $9,059 | $8,216+10.3% | $7,897+14.7% | $6,407+41.4% |
| Admin fee / account holder | $143 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |