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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,400 | $185,883-67.0% | $170,043-63.9% | $139,466-56.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.28% | 60.54%-40.3pp | 53.40%-33.1pp | 373.66%-353.4pp |
| Employer contribution / active EE | $9,073 | $7,596+19.4% | $6,790+33.6% | $4,754+90.9% |
| Participant deferral / active EE | $14,375 | $11,626+23.6% | $10,410+38.1% | $6,712+114.2% |
| Admin fee / account holder | $298 | $15,393-98.1% | $12,824-97.7% | $11,409-97.4% |