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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,640 | $178,174-20.5% | $156,181-9.3% | $137,256+3.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.90% | 84.19%-62.3pp | 64.87%-43.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $8,100 | $4,972+62.9% | $4,294+88.6% | $4,156+94.9% |
| Participant deferral / active EE | $27,250 | $6,888+295.6% | $6,132+344.4% | $6,407+325.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |