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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,665 | $228,352-52.0% | $185,835-41.0% | $158,966-31.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.01% | 40.81%-29.8pp | 35.96%-25.0pp | 302.95%-291.9pp |
| Employer contribution / active EE | $13,678 | $4,967+175.4% | $4,087+234.6% | $4,762+187.2% |
| Participant deferral / active EE | $13,000 | $6,416+102.6% | $5,633+130.8% | $5,983+117.3% |
| Admin fee / account holder | $103 | $11,867-99.1% | $9,502-98.9% | $11,250-99.1% |