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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,304 | $201,370-30.8% | $184,256-24.4% | $145,897-4.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.37% | 29.05%-16.7pp | 28.85%-16.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $7,340 | $7,024+4.5% | $6,427+14.2% | $4,663+57.4% |
| Participant deferral / active EE | $17,050 | $9,808+73.8% | $9,133+86.7% | $6,689+154.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |