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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,482 | $223,823-40.8% | $211,142-37.3% | $154,746-14.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 69.31% | 50.39%+18.9pp | 46.84%+22.5pp | 172.34%-103.0pp |
| Employer contribution / active EE | $27,387 | $6,787+303.5% | $6,442+325.1% | $4,379+525.4% |
| Participant deferral / active EE | $15,572 | $9,750+59.7% | $9,284+67.7% | $6,730+131.4% |
| Admin fee / account holder | $131 | $19,707-99.3% | $19,076-99.3% | $14,365-99.1% |