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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,948 | $201,372-26.0% | $184,260-19.2% | $145,884+2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.71% | 29.04%-7.3pp | 28.84%-7.1pp | 551.85%-530.1pp |
| Employer contribution / active EE | $4,344 | $7,024-38.2% | $6,427-32.4% | $4,662-6.8% |
| Participant deferral / active EE | $16,154 | $9,808+64.7% | $9,133+76.9% | $6,690+141.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |