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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,949 | $154,228-43.0% | $145,433-39.5% | $137,256-35.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.04% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $10,868 | $4,804+126.2% | $4,554+138.6% | $4,156+161.5% |
| Participant deferral / active EE | $15,139 | $8,216+84.2% | $7,897+91.7% | $6,407+136.3% |
| Admin fee / account holder | $81 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |