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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,814 | $185,883-24.8% | $170,043-17.8% | $139,466+0.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.42% | 60.54%-38.1pp | 53.40%-31.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $11,574 | $7,596+52.4% | $6,790+70.5% | $4,754+143.5% |
| Participant deferral / active EE | $8,085 | $11,626-30.5% | $10,410-22.3% | $6,712+20.5% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |