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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,694 | $154,228-60.6% | $145,433-58.3% | $137,256-55.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.43% | 74.59%-53.2pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $18,638 | $4,804+288.0% | $4,554+309.2% | $4,156+348.5% |
| Participant deferral / active EE | $35,871 | $8,216+336.6% | $7,897+354.2% | $6,407+459.9% |
| Admin fee / account holder | $52 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |