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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,980 | $154,228-48.8% | $145,433-45.7% | $137,256-42.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 55.71% | 74.59%-18.9pp | 66.58%-10.9pp | 220.34%-164.6pp |
| Employer contribution / active EE | $4,085 | $4,804-15.0% | $4,554-10.3% | $4,156-1.7% |
| Participant deferral / active EE | $18,841 | $8,216+129.3% | $7,897+138.6% | $6,407+194.1% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |