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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,921 | $156,398-13.7% | $147,318-8.4% | $138,895-2.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.59% | 78.75%-60.2pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $16,694 | $4,853+244.0% | $4,593+263.5% | $4,194+298.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |