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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,819 | $154,228-60.6% | $145,433-58.2% | $137,256-55.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.26% | 74.59%-49.3pp | 66.58%-41.3pp | 220.34%-195.1pp |
| Employer contribution / active EE | $5,394 | $4,804+12.3% | $4,554+18.4% | $4,156+29.8% |
| Participant deferral / active EE | $14,035 | $8,216+70.8% | $7,897+77.7% | $6,407+119.1% |
| Admin fee / account holder | $114 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |