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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,795 | $239,571-62.5% | $183,328-51.0% | $137,256-34.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 21.93% | 35.69%-13.8pp | 29.67%-7.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $11,872 | $6,148+93.1% | $5,055+134.9% | $4,156+185.7% |
| Participant deferral / active EE | $9,505 | $7,995+18.9% | $6,795+39.9% | $6,407+48.4% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |