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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,482 | $212,386-37.6% | $199,883-33.7% | $138,895-4.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 69.31% | 47.75%+21.6pp | 43.81%+25.5pp | 145.39%-76.1pp |
| Employer contribution / active EE | $27,387 | $6,625+313.4% | $6,261+337.4% | $4,194+553.0% |
| Participant deferral / active EE | $15,572 | $9,617+61.9% | $9,138+70.4% | $6,396+143.5% |
| Admin fee / account holder | $131 | $18,233-99.3% | $17,268-99.2% | $12,562-99.0% |