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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,290 | $197,603-47.7% | $177,827-41.9% | $158,950-35.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 10.69% | 58.76%-48.1pp | 48.32%-37.6pp | 302.91%-292.2pp |
| Employer contribution / active EE | $16,074 | $6,698+140.0% | $5,918+171.6% | $4,762+237.6% |
| Participant deferral / active EE | $15,133 | $8,404+80.1% | $7,713+96.2% | $5,983+152.9% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |