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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,079 | $154,228-38.4% | $145,433-34.6% | $137,256-30.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.95% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,405 | $4,804-49.9% | $4,554-47.2% | $4,156-42.1% |
| Participant deferral / active EE | $4,699 | $8,216-42.8% | $7,897-40.5% | $6,407-26.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |