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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,402 | $156,398-10.9% | $147,318-5.4% | $138,895+0.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.78% | 78.75%-61.0pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $12,249 | $4,853+152.4% | $4,593+166.7% | $4,194+192.0% |
| Participant deferral / active EE | $5,778 | $8,237-29.9% | $7,906-26.9% | $6,396-9.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |