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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,869 | $197,637-76.8% | $177,848-74.2% | $158,982-71.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 31.01% | 58.77%-27.8pp | 48.33%-17.3pp | 302.99%-272.0pp |
| Employer contribution / active EE | $9,369 | $6,698+39.9% | $5,919+58.3% | $4,763+96.7% |
| Participant deferral / active EE | $8,645 | $8,405+2.9% | $7,714+12.1% | $5,983+44.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |