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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,143 | $212,386-51.0% | $199,883-47.9% | $138,895-25.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.68% | 47.75%-33.1pp | 43.81%-29.1pp | 145.39%-130.7pp |
| Employer contribution / active EE | $5,803 | $6,625-12.4% | $6,261-7.3% | $4,194+38.3% |
| Participant deferral / active EE | $11,650 | $9,617+21.1% | $9,138+27.5% | $6,396+82.1% |
| Admin fee / account holder | $39 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |