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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,043 | $209,336-27.4% | $197,124-22.9% | $137,256+10.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.87% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $18,919 | $6,591+187.1% | $6,227+203.8% | $4,156+355.2% |
| Participant deferral / active EE | $9,247 | $9,614-3.8% | $9,135+1.2% | $6,407+44.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |