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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,978 | $111,814+69.0% | $103,378+82.8% | $145,978+29.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.73% | 24.80%-6.1pp | 24.91%-6.2pp | 550.52%-531.8pp |
| Employer contribution / active EE | $24,315 | $4,215+476.8% | $3,870+528.2% | $4,662+421.6% |
| Participant deferral / active EE | $15,277 | $5,618+171.9% | $5,058+202.0% | $6,690+128.4% |
| Admin fee / account holder | $25 | $9,764-99.7% | $8,401-99.7% | $13,400-99.8% |