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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,920 | $201,264-44.9% | $184,185-39.8% | $145,978-24.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.21% | 29.00%-16.8pp | 28.81%-16.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $5,974 | $7,021-14.9% | $6,426-7.0% | $4,662+28.1% |
| Participant deferral / active EE | $23,525 | $9,806+139.9% | $9,132+157.6% | $6,690+251.7% |
| Admin fee / account holder | $55 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |