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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,674 | $201,264-85.8% | $184,185-84.4% | $145,978-80.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.14% | 29.00%+2.1pp | 28.81%+2.3pp | 550.52%-519.4pp |
| Employer contribution / active EE | $6,041 | $7,021-14.0% | $6,426-6.0% | $4,662+29.6% |
| Participant deferral / active EE | $10,327 | $9,806+5.3% | $9,132+13.1% | $6,690+54.4% |
| Admin fee / account holder | $20 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |