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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,723 | $201,370-43.0% | $184,256-37.7% | $145,897-21.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.68% | 29.05%-9.4pp | 28.85%-9.2pp | 552.29%-532.6pp |
| Employer contribution / active EE | $10,777 | $7,024+53.4% | $6,427+67.7% | $4,663+131.1% |
| Participant deferral / active EE | $13,622 | $9,808+38.9% | $9,133+49.2% | $6,689+103.6% |
| Admin fee / account holder | $51 | $16,364-99.7% | $13,899-99.6% | $13,390-99.6% |