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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,064 | $223,823-53.1% | $211,142-50.2% | $154,746-32.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.27% | 50.39%-28.1pp | 46.84%-24.6pp | 172.34%-150.1pp |
| Employer contribution / active EE | $4,807 | $6,787-29.2% | $6,442-25.4% | $4,379+9.8% |
| Participant deferral / active EE | $18,585 | $9,750+90.6% | $9,284+100.2% | $6,730+176.1% |
| Admin fee / account holder | $201 | $19,707-99.0% | $19,076-98.9% | $14,365-98.6% |