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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,155 | $201,372-40.3% | $184,260-34.8% | $145,884-17.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.15% | 29.04%-7.9pp | 28.84%-7.7pp | 551.85%-530.7pp |
| Employer contribution / active EE | $5,589 | $7,024-20.4% | $6,427-13.1% | $4,662+19.9% |
| Participant deferral / active EE | $16,621 | $9,808+69.5% | $9,133+82.0% | $6,690+148.5% |
| Admin fee / account holder | $219 | $16,362-98.7% | $13,898-98.4% | $13,392-98.4% |