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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,307 | $135,956+20.9% | $123,894+32.6% | $273,972-40.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.70% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $14,068 | $5,170+172.1% | $4,617+204.7% | $4,869+188.9% |
| Participant deferral / active EE | $11,867 | $6,343+87.1% | $5,984+98.3% | $5,287+124.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |