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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,469 | $184,000-36.7% | $162,185-28.2% | $152,909-23.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 24.72% | 150.80%-126.1pp | 115.61%-90.9pp | 345.46%-320.7pp |
| Employer contribution / active EE | $3,591 | $6,370-43.6% | $5,613-36.0% | $4,764-24.6% |
| Participant deferral / active EE | $12,300 | $8,033+53.1% | $7,297+68.6% | $5,851+110.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |