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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,173 | $209,336-66.0% | $197,124-63.9% | $137,256-48.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.83% | 48.09%-23.3pp | 44.34%-19.5pp | 220.34%-195.5pp |
| Employer contribution / active EE | $10,609 | $6,591+61.0% | $6,227+70.4% | $4,156+155.3% |
| Participant deferral / active EE | $10,038 | $9,614+4.4% | $9,135+9.9% | $6,407+56.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |