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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,937 | $197,625-59.0% | $177,840-54.5% | $158,966-49.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 40.47% | 58.76%-18.3pp | 48.32%-7.9pp | 302.95%-262.5pp |
| Employer contribution / active EE | $9,017 | $6,698+34.6% | $5,919+52.3% | $4,762+89.3% |
| Participant deferral / active EE | $14,514 | $8,405+72.7% | $7,714+88.2% | $5,983+142.6% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |