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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,268 | $185,883-45.0% | $170,043-39.9% | $139,466-26.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.34% | 60.54%-44.2pp | 53.40%-37.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $6,836 | $7,596-10.0% | $6,790+0.7% | $4,754+43.8% |
| Participant deferral / active EE | $16,650 | $11,626+43.2% | $10,410+59.9% | $6,712+148.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |