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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,732 | $209,336-47.6% | $197,124-44.3% | $137,256-20.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.10% | 48.09%-21.0pp | 44.34%-17.2pp | 220.34%-193.2pp |
| Employer contribution / active EE | $18,152 | $6,591+175.4% | $6,227+191.5% | $4,156+336.8% |
| Participant deferral / active EE | $13,780 | $9,614+43.3% | $9,135+50.9% | $6,407+115.1% |
| Admin fee / account holder | $113 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |