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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,723 | $201,264-43.0% | $184,185-37.7% | $145,978-21.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.68% | 29.00%-9.3pp | 28.81%-9.1pp | 550.52%-530.8pp |
| Employer contribution / active EE | $10,777 | $7,021+53.5% | $6,426+67.7% | $4,662+131.2% |
| Participant deferral / active EE | $13,622 | $9,806+38.9% | $9,132+49.2% | $6,690+103.6% |
| Admin fee / account holder | $51 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |