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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,615 | $228,352-6.5% | $185,827+15.0% | $158,950+34.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.58% | 40.81%-33.2pp | 35.96%-28.4pp | 302.91%-295.3pp |
| Employer contribution / active EE | $15,954 | $4,967+221.2% | $4,087+290.3% | $4,762+235.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |