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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,290 | $197,603-51.3% | $177,827-45.9% | $158,950-39.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 36.08% | 58.76%-22.7pp | 48.32%-12.2pp | 302.91%-266.8pp |
| Employer contribution / active EE | $37,646 | $6,698+462.1% | $5,918+536.1% | $4,762+690.6% |
| Participant deferral / active EE | $15,939 | $8,404+89.7% | $7,713+106.6% | $5,983+166.4% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |