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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,860 | $178,174-74.3% | $156,181-70.6% | $137,256-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.60% | 84.19%-62.6pp | 64.87%-43.3pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,516 | $4,972-9.2% | $4,294+5.2% | $4,156+8.6% |
| Participant deferral / active EE | $17,446 | $6,888+153.3% | $6,132+184.5% | $6,407+172.3% |
| Admin fee / account holder | $204 | $17,404-98.8% | $14,586-98.6% | $12,270-98.3% |