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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,549 | $135,956-49.6% | $123,894-44.7% | $273,970-75.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 82.84% | 56.63%+26.2pp | 47.52%+35.3pp | 41.46%+41.4pp |
| Employer contribution / active EE | $2,972 | $5,170-42.5% | $4,617-35.6% | $4,869-39.0% |
| Participant deferral / active EE | $13,050 | $6,343+105.7% | $5,984+118.1% | $5,287+146.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |