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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,305 | $212,386-41.5% | $199,883-37.8% | $138,895-10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.03% | 47.75%-27.7pp | 43.81%-23.8pp | 145.39%-125.4pp |
| Employer contribution / active EE | $25,537 | $6,625+285.5% | $6,261+307.8% | $4,194+508.8% |
| Participant deferral / active EE | $13,100 | $9,617+36.2% | $9,138+43.3% | $6,396+104.8% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |