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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,654 | $223,823-41.6% | $211,142-38.1% | $154,746-15.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.38% | 50.39%-26.0pp | 46.84%-22.5pp | 172.34%-148.0pp |
| Employer contribution / active EE | $11,513 | $6,787+69.6% | $6,442+78.7% | $4,379+162.9% |
| Participant deferral / active EE | $22,243 | $9,750+128.1% | $9,284+139.6% | $6,730+230.5% |
| Admin fee / account holder | $130 | $19,707-99.3% | $19,076-99.3% | $14,365-99.1% |