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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,040 | $154,228-82.5% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.27% | 74.59%-48.3pp | 66.58%-40.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $6,703 | $4,804+39.5% | $4,554+47.2% | $4,156+61.3% |
| Participant deferral / active EE | $27,072 | $8,216+229.5% | $7,897+242.8% | $6,407+322.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |