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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,602 | $162,136-64.5% | $152,301-62.2% | $154,746-62.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.99% | 91.02%-69.0pp | 80.50%-58.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,370 | $4,890-72.0% | $4,624-70.4% | $4,379-68.7% |
| Participant deferral / active EE | $8,022 | $8,341-3.8% | $8,004+0.2% | $6,730+19.2% |
| Admin fee / account holder | $59 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |