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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,046 | $201,259-3.1% | $184,200+5.9% | $145,959+33.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.51% | 28.98%-16.5pp | 28.80%-16.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $21,950 | $7,018+212.8% | $6,424+241.7% | $4,661+371.0% |
| Participant deferral / active EE | $10,373 | $9,806+5.8% | $9,132+13.6% | $6,689+55.1% |
| Admin fee / account holder | $112 | $16,372-99.3% | $13,907-99.2% | $13,398-99.2% |