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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,087 | $199,109-74.3% | $173,730-70.6% | $154,746-67.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.15% | 20.02%-1.9pp | 19.96%-1.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $8,414 | $5,311+58.4% | $4,577+83.8% | $4,379+92.1% |
| Participant deferral / active EE | $7,857 | $7,113+10.5% | $6,326+24.2% | $6,730+16.7% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |