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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,811 | $156,398-75.8% | $147,318-74.3% | $138,895-72.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.55% | 78.75%-57.2pp | 70.43%-48.9pp | 145.39%-123.8pp |
| Employer contribution / active EE | $4,981 | $4,853+2.6% | $4,593+8.5% | $4,194+18.8% |
| Participant deferral / active EE | $9,346 | $8,237+13.5% | $7,906+18.2% | $6,396+46.1% |
| Admin fee / account holder | $73 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |