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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,062 | $197,603-53.4% | $177,827-48.2% | $158,950-42.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 41.54% | 58.76%-17.2pp | 48.32%-6.8pp | 302.91%-261.4pp |
| Employer contribution / active EE | $29,033 | $6,698+333.5% | $5,918+390.6% | $4,762+509.7% |
| Participant deferral / active EE | $17,276 | $8,404+105.6% | $7,713+124.0% | $5,983+188.8% |
| Admin fee / account holder | $80 | $15,402-99.5% | $12,429-99.4% | $11,248-99.3% |