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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,302 | $135,956-74.8% | $123,894-72.3% | $273,972-87.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 53.69% | 56.63%-2.9pp | 47.52%+6.2pp | 41.46%+12.2pp |
| Employer contribution / active EE | $10,600 | $5,170+105.0% | $4,617+129.6% | $4,869+117.7% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |