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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,374 | $275,752-47.6% | $256,809-43.8% | $198,609-27.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.10% | 34.81%-22.7pp | 32.73%-20.6pp | 202.70%-190.6pp |
| Employer contribution / active EE | $9,620 | $7,721+24.6% | $7,263+32.5% | $5,055+90.3% |
| Participant deferral / active EE | $9,700 | $10,037-3.4% | $9,520+1.9% | $6,977+39.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |