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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,856 | $209,336-55.6% | $197,124-52.9% | $137,256-32.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.48% | 48.09%-25.6pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,685 | $6,591-59.3% | $6,227-56.9% | $4,156-35.4% |
| Participant deferral / active EE | $13,777 | $9,614+43.3% | $9,135+50.8% | $6,407+115.0% |
| Admin fee / account holder | $57 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |