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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,621 | $209,336-75.3% | $197,124-73.8% | $137,256-62.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.38% | 48.09%-20.7pp | 44.34%-17.0pp | 220.34%-193.0pp |
| Employer contribution / active EE | $8,283 | $6,591+25.7% | $6,227+33.0% | $4,156+99.3% |
| Participant deferral / active EE | $4,352 | $9,614-54.7% | $9,135-52.4% | $6,407-32.1% |
| Admin fee / account holder | $19 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |