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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,679 | $154,228-49.6% | $145,433-46.6% | $137,256-43.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.50% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,495 | $4,804-6.4% | $4,554-1.3% | $4,156+8.2% |
| Participant deferral / active EE | $5,195 | $8,216-36.8% | $7,897-34.2% | $6,407-18.9% |
| Admin fee / account holder | $51 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |