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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,215 | $154,228-37.0% | $145,433-33.2% | $137,256-29.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.54% | 74.59%-40.0pp | 66.58%-32.0pp | 220.34%-185.8pp |
| Employer contribution / active EE | $10,625 | $4,804+121.2% | $4,554+133.3% | $4,156+155.7% |
| Participant deferral / active EE | $11,583 | $8,216+41.0% | $7,897+46.7% | $6,407+80.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |