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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,590 | $209,336-69.6% | $197,124-67.7% | $137,256-53.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.10% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,463 | $6,591-47.5% | $6,227-44.4% | $4,156-16.7% |
| Participant deferral / active EE | $10,740 | $9,614+11.7% | $9,135+17.6% | $6,407+67.6% |
| Admin fee / account holder | $49 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |