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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,441 | $223,823-55.6% | $211,142-52.9% | $154,746-35.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.81% | 50.39%-25.6pp | 46.84%-22.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $3,765 | $6,787-44.5% | $6,442-41.6% | $4,379-14.0% |
| Participant deferral / active EE | $24,659 | $9,750+152.9% | $9,284+165.6% | $6,730+266.4% |
| Admin fee / account holder | $189 | $19,707-99.0% | $19,076-99.0% | $14,365-98.7% |