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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,570 | $217,432-41.8% | $185,851-31.9% | $167,553-24.5% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.38% | 148.43%-133.0pp | 122.11%-106.7pp | 478.89%-463.5pp |
| Employer contribution / active EE | $2,636 | $5,874-55.1% | $5,168-49.0% | $4,840-45.5% |
| Participant deferral / active EE | $13,280 | $6,357+108.9% | $5,569+138.5% | $6,343+109.4% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |