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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,796 | $156,398-52.2% | $147,318-49.2% | $138,895-46.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 33.31% | 78.75%-45.4pp | 70.43%-37.1pp | 145.39%-112.1pp |
| Employer contribution / active EE | $3,065 | $4,853-36.8% | $4,593-33.3% | $4,194-26.9% |
| Participant deferral / active EE | $7,206 | $8,237-12.5% | $7,906-8.9% | $6,396+12.7% |
| Admin fee / account holder | $80 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |