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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,426 | $154,228-47.2% | $145,433-44.0% | $137,256-40.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.06% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $9,133 | $4,804+90.1% | $4,554+100.5% | $4,156+119.7% |
| Participant deferral / active EE | $9,956 | $8,216+21.2% | $7,897+26.1% | $6,407+55.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |