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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,026 | $215,361-83.7% | $171,082-79.5% | $273,972-87.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 40.47% | 25.14%+15.3pp | 32.56%+7.9pp | 41.46%-1.0pp |
| Employer contribution / active EE | $7,029 | $4,967+41.5% | $4,002+75.6% | $4,869+44.4% |
| Participant deferral / active EE | $12,000 | $5,543+116.5% | $4,797+150.1% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |