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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,284 | $156,398-37.8% | $147,318-34.0% | $138,895-30.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.53% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $11,238 | $4,853+131.6% | $4,593+144.7% | $4,194+167.9% |
| Participant deferral / active EE | $5,231 | $8,237-36.5% | $7,906-33.8% | $6,396-18.2% |
| Admin fee / account holder | $28 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |