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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,237 | $177,156-6.2% | $147,027+13.1% | $154,746+7.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.14% | 21.94%-6.8pp | 20.23%-5.1pp | 172.34%-157.2pp |
| Employer contribution / active EE | $22,632 | $4,336+421.9% | $3,626+524.2% | $4,379+416.8% |
| Participant deferral / active EE | $12,400 | $5,797+113.9% | $4,933+151.4% | $6,730+84.2% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |