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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,911 | $135,956+33.8% | $123,894+46.8% | $273,972-33.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.08% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $12,659 | $5,170+144.9% | $4,617+174.2% | $4,869+160.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |