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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,640 | $184,014-23.0% | $161,149-12.1% | $138,895+2.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 21.90% | 21.52%+0.4pp | 21.16%+0.7pp | 145.39%-123.5pp |
| Employer contribution / active EE | $8,100 | $5,055+60.2% | $4,360+85.8% | $4,194+93.1% |
| Participant deferral / active EE | $27,250 | $6,909+294.4% | $6,153+342.9% | $6,396+326.0% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |