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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,115 | $162,136-57.4% | $152,301-54.6% | $154,746-55.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.49% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,472 | $4,890-69.9% | $4,624-68.2% | $4,379-66.4% |
| Participant deferral / active EE | $18,525 | $8,341+122.1% | $8,004+131.5% | $6,730+175.2% |
| Admin fee / account holder | $123 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |