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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,723 | $181,062-25.6% | $158,223-14.9% | $155,188-13.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.72% | 57.39%-35.7pp | 52.09%-30.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $8,038 | $4,565+76.1% | $4,109+95.6% | $4,248+89.2% |
| Participant deferral / active EE | $7,208 | $6,134+17.5% | $5,467+31.8% | $6,531+10.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |