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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,858 | $201,370-51.9% | $184,256-47.4% | $145,897-33.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.05% | 29.05%-3.0pp | 28.85%-2.8pp | 552.29%-526.2pp |
| Employer contribution / active EE | $7,249 | $7,024+3.2% | $6,427+12.8% | $4,663+55.5% |
| Participant deferral / active EE | $16,789 | $9,808+71.2% | $9,133+83.8% | $6,689+151.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |