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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,980 | $185,883-15.0% | $170,043-7.1% | $139,466+13.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.42% | 60.54%-44.1pp | 53.40%-37.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $13,398 | $7,596+76.4% | $6,790+97.3% | $4,754+181.8% |
| Participant deferral / active EE | $17,750 | $11,626+52.7% | $10,410+70.5% | $6,712+164.5% |
| Admin fee / account holder | $113 | $15,393-99.3% | $12,824-99.1% | $11,409-99.0% |