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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,392 | $254,759-72.0% | $216,567-67.0% | $198,609-64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.86% | 10.04%+10.8pp | 12.94%+7.9pp | 202.70%-181.8pp |
| Employer contribution / active EE | $11,180 | $6,096+83.4% | $5,216+114.4% | $5,055+121.2% |
| Participant deferral / active EE | $20,521 | $6,948+195.4% | $6,191+231.5% | $6,977+194.1% |
| Admin fee / account holder | $242 | $26,311-99.1% | $21,981-98.9% | $19,030-98.7% |