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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,144 | $155,555-65.2% | $146,866-63.1% | $155,188-65.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 134.38% | 115.41%+19.0pp | 102.85%+31.5pp | 148.84%-14.5pp |
| Employer contribution / active EE | $6,714 | $4,647+44.5% | $4,425+51.7% | $4,248+58.1% |
| Participant deferral / active EE | $10,717 | $8,044+33.2% | $7,759+38.1% | $6,531+64.1% |
| Admin fee / account holder | $80 | $14,755-99.5% | $13,620-99.4% | $14,480-99.4% |