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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,256 | $275,752-69.8% | $256,809-67.6% | $198,609-58.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.53% | 34.81%-14.3pp | 32.73%-12.2pp | 202.70%-182.2pp |
| Employer contribution / active EE | $6,373 | $7,721-17.5% | $7,263-12.3% | $5,055+26.1% |
| Participant deferral / active EE | $18,845 | $10,037+87.8% | $9,520+98.0% | $6,977+170.1% |
| Admin fee / account holder | $30 | $25,716-99.9% | $25,146-99.9% | $19,030-99.8% |