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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,087 | $181,896-80.2% | $156,551-76.9% | $273,972-86.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 137.86% | 30.74%+107.1pp | 32.23%+105.6pp | 41.46%+96.4pp |
| Employer contribution / active EE | $7,020 | $6,248+12.3% | $5,501+27.6% | $4,869+44.2% |
| Participant deferral / active EE | $1,901 | $5,550-65.8% | $4,871-61.0% | $5,287-64.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |