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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,802 | $156,398-53.5% | $147,318-50.6% | $138,895-47.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.91% | 78.75%-54.8pp | 70.43%-46.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $7,099 | $4,853+46.3% | $4,593+54.6% | $4,194+69.3% |
| Participant deferral / active EE | $19,553 | $8,237+137.4% | $7,906+147.3% | $6,396+205.7% |
| Admin fee / account holder | $81 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |