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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,102 | $162,136-79.0% | $152,301-77.6% | $154,746-78.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.74% | 91.02%-64.3pp | 80.50%-53.8pp | 172.34%-145.6pp |
| Employer contribution / active EE | $4,052 | $4,890-17.1% | $4,624-12.4% | $4,379-7.5% |
| Participant deferral / active EE | $11,653 | $8,341+39.7% | $8,004+45.6% | $6,730+73.1% |
| Admin fee / account holder | $47 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |