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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,720 | $181,062-4.6% | $158,223+9.2% | $155,188+11.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.07% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $4,263 | $4,565-6.6% | $4,109+3.8% | $4,248+0.4% |
| Participant deferral / active EE | $12,452 | $6,134+103.0% | $5,467+127.8% | $6,531+90.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |