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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,987 | $201,372-73.2% | $184,260-70.7% | $145,884-63.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.64% | 29.04%-7.4pp | 28.84%-7.2pp | 551.85%-530.2pp |
| Employer contribution / active EE | $8,897 | $7,024+26.7% | $6,427+38.4% | $4,662+90.8% |
| Participant deferral / active EE | $16,972 | $9,808+73.0% | $9,133+85.8% | $6,690+153.7% |
| Admin fee / account holder | $42 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |