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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,122 | $135,905+48.0% | $126,068+59.5% | $198,609+1.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.18% | 14.07%+5.1pp | 15.01%+4.2pp | 202.70%-183.5pp |
| Employer contribution / active EE | $3,478 | $4,245-18.1% | $3,968-12.4% | $5,055-31.2% |
| Participant deferral / active EE | $16,467 | $8,523+93.2% | $8,214+100.5% | $6,977+136.0% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |