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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,172 | $209,336-60.7% | $197,124-58.3% | $137,256-40.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.33% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $6,830 | $6,591+3.6% | $6,227+9.7% | $4,156+64.3% |
| Participant deferral / active EE | $11,602 | $9,614+20.7% | $9,135+27.0% | $6,407+81.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |