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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,863 | $212,386-16.3% | $199,883-11.0% | $138,895+28.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.13% | 47.75%-29.6pp | 43.81%-25.7pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,462 | $6,625-47.7% | $6,261-44.7% | $4,194-17.5% |
| Participant deferral / active EE | $19,500 | $9,617+102.8% | $9,138+113.4% | $6,396+204.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |