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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,040 | $172,111-24.4% | $150,298-13.5% | $137,256-5.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.03% | 69.37%-47.3pp | 62.79%-40.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $5,125 | $4,636+10.5% | $4,154+23.4% | $4,156+23.3% |
| Participant deferral / active EE | $15,276 | $6,166+147.8% | $5,453+180.2% | $6,407+138.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |