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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,145 | $156,398-69.9% | $147,318-68.0% | $138,895-66.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 32.37% | 78.75%-46.4pp | 70.43%-38.1pp | 145.39%-113.0pp |
| Employer contribution / active EE | $4,450 | $4,853-8.3% | $4,593-3.1% | $4,194+6.1% |
| Participant deferral / active EE | $10,371 | $8,237+25.9% | $7,906+31.2% | $6,396+62.1% |
| Admin fee / account holder | $45 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |