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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,426 | $212,386-41.9% | $199,883-38.3% | $138,895-11.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 30.06% | 47.75%-17.7pp | 43.81%-13.7pp | 145.39%-115.3pp |
| Employer contribution / active EE | $11,965 | $6,625+80.6% | $6,261+91.1% | $4,194+185.3% |
| Participant deferral / active EE | $21,143 | $9,617+119.8% | $9,138+131.4% | $6,396+230.6% |
| Admin fee / account holder | $23 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |