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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,349 | $201,370-81.9% | $184,256-80.3% | $145,897-75.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.60% | 29.05%-12.5pp | 28.85%-12.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $6,041 | $7,024-14.0% | $6,427-6.0% | $4,663+29.6% |
| Participant deferral / active EE | $16,503 | $9,808+68.3% | $9,133+80.7% | $6,689+146.7% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |