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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,770 | $201,344-14.2% | $184,243-6.2% | $145,877+18.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.31% | 29.01%-6.7pp | 28.82%-6.5pp | 551.28%-529.0pp |
| Employer contribution / active EE | $5,717 | $7,022-18.6% | $6,427-11.0% | $4,663+22.6% |
| Participant deferral / active EE | $12,817 | $9,807+30.7% | $9,132+40.3% | $6,691+91.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |