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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,522 | $197,603-66.8% | $177,827-63.2% | $158,950-58.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 31.94% | 58.76%-26.8pp | 48.32%-16.4pp | 302.91%-271.0pp |
| Employer contribution / active EE | $11,006 | $6,698+64.3% | $5,918+86.0% | $4,762+131.1% |
| Participant deferral / active EE | $15,610 | $8,404+85.7% | $7,713+102.4% | $5,983+160.9% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |