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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,701 | $201,372-40.6% | $184,260-35.0% | $145,884-17.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.17% | 29.04%-1.9pp | 28.84%-1.7pp | 551.85%-524.7pp |
| Employer contribution / active EE | $6,000 | $7,024-14.6% | $6,427-6.7% | $4,662+28.7% |
| Participant deferral / active EE | $6,000 | $9,808-38.8% | $9,133-34.3% | $6,690-10.3% |
| Admin fee / account holder | $72 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |