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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,449 | $154,228-20.6% | $145,433-15.8% | $137,256-10.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.22% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $16,577 | $4,804+245.1% | $4,554+264.0% | $4,156+298.9% |
| Participant deferral / active EE | $16,620 | $8,216+102.3% | $7,897+110.5% | $6,407+159.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |