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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,447 | $174,379-60.7% | $152,093-55.0% | $138,895-50.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.86% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,436 | $4,652-69.1% | $4,175-65.6% | $4,194-65.8% |
| Participant deferral / active EE | $7,969 | $6,159+29.4% | $5,451+46.2% | $6,396+24.6% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |