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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,253 | $167,353-13.8% | $143,797+0.3% | $134,545+7.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 39.92% | 0.48%+39.4pp | -0.04%+40.0pp | 418.37%-378.5pp |
| Employer contribution / active EE | $1,618 | $5,620-71.2% | $4,952-67.3% | $4,742-65.9% |
| Participant deferral / active EE | $2,444 | $6,447-62.1% | $5,638-56.7% | $6,401-61.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |