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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,781 | $106,864-22.5% | $147,318-43.8% | $82,637+0.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.24% | 27.49%-5.3pp | 70.43%-48.2pp | 53.51%-31.3pp |
| Employer contribution / active EE | $7,448 | $3,417+118.0% | $4,593+62.2% | $2,552+191.8% |
| Participant deferral / active EE | $14,043 | $6,496+116.2% | $7,906+77.6% | $4,126+240.3% |
| Admin fee / account holder | $81 | $8,415-99.0% | $13,708-99.4% | $7,339-98.9% |