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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,315 | $154,228-79.7% | $145,433-78.5% | $137,256-77.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.27% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $5,250 | $4,804+9.3% | $4,554+15.3% | $4,156+26.3% |
| Participant deferral / active EE | $12,000 | $8,216+46.0% | $7,897+51.9% | $6,407+87.3% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |