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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,190 | $201,344-46.3% | $184,243-41.3% | $145,877-25.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.88% | 29.01%-2.1pp | 28.82%-1.9pp | 551.28%-524.4pp |
| Employer contribution / active EE | $55,828 | $7,022+695.0% | $6,427+768.7% | $4,663+1097.3% |
| Participant deferral / active EE | $38,195 | $9,807+289.5% | $9,132+318.2% | $6,691+470.9% |
| Admin fee / account holder | $136 | $16,382-99.2% | $13,914-99.0% | $13,402-99.0% |