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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,154 | $185,883-30.0% | $170,043-23.5% | $139,466-6.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 23.89% | 60.54%-36.6pp | 53.40%-29.5pp | 373.66%-349.8pp |
| Employer contribution / active EE | $9,927 | $7,596+30.7% | $6,790+46.2% | $4,754+108.8% |
| Participant deferral / active EE | $30,724 | $11,626+164.3% | $10,410+195.1% | $6,712+357.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |