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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,051 | $154,228-81.2% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.78% | 74.59%-39.8pp | 66.58%-31.8pp | 220.34%-185.6pp |
| Employer contribution / active EE | $4,775 | $4,804-0.6% | $4,554+4.8% | $4,156+14.9% |
| Participant deferral / active EE | $8,900 | $8,216+8.3% | $7,897+12.7% | $6,407+38.9% |
| Admin fee / account holder | $284 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |